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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,863 | $107,941-57.5% | $91,994-50.1% | $152,909-70.0% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.5%-15.8pp |
| Annual return | 27.93% | 89.28%-61.3pp | 69.04%-41.1pp | 345.46%-317.5pp |
| Employer contribution / active EE | $2,453 | $4,212-41.8% | $3,453-29.0% | $4,764-48.5% |
| Participant deferral / active EE | $5,657 | $6,366-11.1% | $5,924-4.5% | $5,851-3.3% |
| Admin fee / account holder | $1,617 | $10,521-84.6% | $7,744-79.1% | $11,601-86.1% |