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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 | $66,803 | $103,000-35.1% | $90,300-26.0% | $152,885-56.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 20.30% | 95.19%-74.9pp | 78.11%-57.8pp | 345.39%-325.1pp |
| Employer contribution / active EE | $844 | $3,138-73.1% | $2,854-70.4% | $4,763-82.3% |
| Participant deferral / active EE | $1,587 | $4,281-62.9% | $3,884-59.1% | $5,851-72.9% |
| Admin fee / account holder | $5,278 | $6,173-14.5% | $5,353-1.4% | $11,598-54.5% |