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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 | $62,983 | $108,882-42.2% | $96,754-34.9% | $154,746-59.3% |
| Participation rate | 68.2% | 75.1%-6.9pp | 70.3%-2.1pp | 80.7%-12.5pp |
| Annual return | 50.27% | 98.39%-48.1pp | 82.04%-31.8pp | 172.34%-122.1pp |
| Employer contribution / active EE | $2,029 | $3,018-32.8% | $2,679-24.3% | $4,379-53.7% |
| Participant deferral / active EE | $3,584 | $5,323-32.7% | $4,758-24.7% | $6,730-46.8% |
| Admin fee / account holder | $2,507 | $10,200-75.4% | $8,905-71.8% | $14,365-82.5% |