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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 | $73,268 | $103,008-28.9% | $90,304-18.9% | $152,897-52.1% |
| Participation rate | 54.5% | 75.9%-21.3pp | 73.3%-18.7pp | 82.5%-27.9pp |
| Annual return | 18.57% | 95.22%-76.7pp | 78.13%-59.6pp | 345.43%-326.9pp |
| Employer contribution / active EE | $6,523 | $3,139+107.8% | $2,855+128.5% | $4,764+36.9% |
| Participant deferral / active EE | $1,078 | $4,281-74.8% | $3,885-72.2% | $5,851-81.6% |
| Admin fee / account holder | $8,525 | $6,175+38.1% | $5,354+59.2% | $11,599-26.5% |