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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 | $68,499 | $115,810-40.9% | $101,271-32.4% | $158,966-56.9% |
| Participation rate | 64.3% | 79.4%-15.1pp | 75.8%-11.5pp | 82.0%-17.7pp |
| Annual return | 15.32% | 56.15%-40.8pp | 46.48%-31.2pp | 302.95%-287.6pp |
| Employer contribution / active EE | $1,763 | $4,175-57.8% | $3,660-51.8% | $4,762-63.0% |
| Participant deferral / active EE | $1,905 | $4,958-61.6% | $4,371-56.4% | $5,983-68.2% |
| Admin fee / account holder | $5,102 | $7,248-29.6% | $5,948-14.2% | $11,250-54.7% |