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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 | $77,053 | $100,203-23.1% | $85,240-9.6% | $145,897-47.2% |
| Participation rate | 42.1% | 74.1%-32.0pp | 67.5%-25.4pp | 80.3%-38.2pp |
| Annual return | 18.31% | 84.28%-66.0pp | 66.75%-48.4pp | 552.29%-534.0pp |
| Employer contribution / active EE | $1,683 | $3,242-48.1% | $2,735-38.5% | $4,663-63.9% |
| Participant deferral / active EE | $3,607 | $5,299-31.9% | $4,527-20.3% | $6,689-46.1% |
| Admin fee / account holder | $10,785 | $7,265+48.4% | $6,165+74.9% | $13,390-19.5% |