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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 | $82,088 | $150,197-45.3% | $120,368-31.8% | $145,959-43.8% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 10.54% | 154.26%-143.7pp | 107.26%-96.7pp | 561.95%-551.4pp |
| Employer contribution / active EE | $1,692 | $4,350-61.1% | $3,465-51.2% | $4,661-63.7% |
| Participant deferral / active EE | $3,789 | $6,174-38.6% | $4,991-24.1% | $6,689-43.4% |
| Admin fee / account holder | $3,272 | $12,216-73.2% | $9,429-65.3% | $13,398-75.6% |