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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 | $77,621 | $80,812-3.9% | $160,784-51.7% | $82,448-5.9% |
| Participation rate | 54.1% | 66.2%-12.2pp | 77.0%-22.9pp | 68.1%-14.0pp |
| Annual return | 16.18% | 100.59%-84.4pp | 1803.92%-1787.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,550 | $2,174-28.7% | $3,733-58.5% | $2,551-39.2% |
| Participant deferral / active EE | $3,653 | $4,335-15.7% | $6,293-42.0% | $4,139-11.8% |
| Admin fee / account holder | $3,380 | $7,695-56.1% | $9,717-65.2% | $7,234-53.3% |