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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 | $58,164 | $99,921-41.8% | $85,009-31.6% | $145,959-60.2% |
| Participation rate | 54.5% | 74.1%-19.5pp | 67.5%-13.0pp | 80.3%-25.7pp |
| Annual return | 11.77% | 83.89%-72.1pp | 66.47%-54.7pp | 561.95%-550.2pp |
| Employer contribution / active EE | $2,176 | $3,233-32.7% | $2,728-20.3% | $4,661-53.3% |
| Participant deferral / active EE | $3,391 | $5,293-35.9% | $4,522-25.0% | $6,689-49.3% |
| Admin fee / account holder | $9,490 | $7,252+30.9% | $6,153+54.3% | $13,398-29.2% |