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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 | $56,484 | $112,131-49.6% | $95,964-41.1% | $158,982-64.5% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 9.61% | 171.19%-161.6pp | 91.64%-82.0pp | 302.99%-293.4pp |
| Employer contribution / active EE | $1,368 | $3,199-57.2% | $2,541-46.2% | $4,763-71.3% |
| Participant deferral / active EE | $2,502 | $4,784-47.7% | $4,167-39.9% | $5,983-58.2% |
| Admin fee / account holder | $1,722 | $10,136-83.0% | $6,797-74.7% | $11,252-84.7% |