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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 | $74,585 | $99,995-25.4% | $85,063-12.3% | $145,978-48.9% |
| Participation rate | 54.5% | 74.1%-19.6pp | 67.5%-13.0pp | 80.3%-25.7pp |
| Annual return | 11.88% | 83.99%-72.1pp | 66.54%-54.7pp | 550.52%-538.6pp |
| Employer contribution / active EE | $1,074 | $3,231-66.8% | $2,727-60.6% | $4,662-77.0% |
| Participant deferral / active EE | $1,733 | $5,295-67.3% | $4,523-61.7% | $6,690-74.1% |
| Admin fee / account holder | $1,507 | $7,255-79.2% | $6,155-75.5% | $13,400-88.8% |