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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 | $57,478 | $99,995-42.5% | $85,063-32.4% | $145,978-60.6% |
| Participation rate | 57.9% | 74.1%-16.2pp | 67.5%-9.6pp | 80.3%-22.4pp |
| Annual return | 43.87% | 83.99%-40.1pp | 66.54%-22.7pp | 550.52%-506.6pp |
| Employer contribution / active EE | $3,239 | $3,231+0.2% | $2,727+18.8% | $4,662-30.5% |
| Participant deferral / active EE | $5,339 | $5,295+0.8% | $4,523+18.1% | $6,690-20.2% |
| Admin fee / account holder | $1,081 | $7,255-85.1% | $6,155-82.4% | $13,400-91.9% |