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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 | $57,365 | $103,038-44.3% | $90,324-36.5% | $152,909-62.5% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 25.43% | 95.25%-69.8pp | 78.15%-52.7pp | 345.46%-320.0pp |
| Employer contribution / active EE | $1,177 | $3,141-62.5% | $2,856-58.8% | $4,764-75.3% |
| Participant deferral / active EE | $5,957 | $4,282+39.1% | $3,885+53.3% | $5,851+1.8% |
| Admin fee / account holder | $5,000 | $6,177-19.1% | $5,356-6.6% | $11,601-56.9% |