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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 | $114,441 | $171,492-33.3% | $150,734-24.1% | $198,609-42.4% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 19.45% | 804.70%-785.3pp | 600.81%-581.4pp | 202.70%-183.2pp |
| Employer contribution / active EE | $2,122 | $5,470-61.2% | $4,918-56.9% | $5,055-58.0% |
| Participant deferral / active EE | $7,008 | $6,259+12.0% | $5,610+24.9% | $6,977+0.5% |
| Admin fee / account holder | $2,432 | $17,628-86.2% | $14,905-83.7% | $19,030-87.2% |