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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 | $73,110 | $112,112-34.8% | $95,956-23.8% | $158,950-54.0% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 13.55% | 171.15%-157.6pp | 91.63%-78.1pp | 302.91%-289.4pp |
| Employer contribution / active EE | $1,320 | $3,199-58.7% | $2,541-48.1% | $4,762-72.3% |
| Participant deferral / active EE | $2,916 | $4,784-39.0% | $4,167-30.0% | $5,983-51.3% |
| Admin fee / account holder | $443 | $10,134-95.6% | $6,797-93.5% | $11,248-96.1% |