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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 | $70,919 | $80,812-12.2% | $160,784-55.9% | $82,448-14.0% |
| Participation rate | 62.5% | 66.2%-3.7pp | 77.0%-14.5pp | 68.1%-5.6pp |
| Annual return | 15.71% | 100.59%-84.9pp | 1803.92%-1788.2pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,872 | $2,174-13.9% | $3,733-49.8% | $2,551-26.6% |
| Participant deferral / active EE | $2,798 | $4,335-35.5% | $6,293-55.5% | $4,139-32.4% |
| Admin fee / account holder | $4,029 | $7,695-47.6% | $9,717-58.5% | $7,234-44.3% |