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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 | $39,416 | $166,242-76.3% | $165,071-76.1% | $145,884-73.0% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.6pp |
| Annual return | 50.73% | 100.44%-49.7pp | 70.17%-19.4pp | 551.85%-501.1pp |
| Employer contribution / active EE | $1,281 | $5,283-75.7% | $4,347-70.5% | $4,662-72.5% |
| Participant deferral / active EE | $2,346 | $6,964-66.3% | $6,035-61.1% | $6,690-64.9% |
| Admin fee / account holder | $4,459 | $16,658-73.2% | $12,695-64.9% | $13,392-66.7% |