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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 | $57,301 | $107,353-46.6% | $92,903-38.3% | $152,885-62.5% |
| Participation rate | 68.8% | 79.8%-11.0pp | 76.0%-7.3pp | 82.5%-13.7pp |
| Annual return | 22.26% | 145.62%-123.4pp | 109.43%-87.2pp | 345.39%-323.1pp |
| Employer contribution / active EE | $2,497 | $4,222-40.9% | $3,653-31.7% | $4,763-47.6% |
| Participant deferral / active EE | $4,213 | $4,848-13.1% | $4,238-0.6% | $5,851-28.0% |
| Admin fee / account holder | $5,984 | $7,081-15.5% | $5,795+3.3% | $11,598-48.4% |