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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 | $56,491 | $110,093-48.7% | $97,295-41.9% | $145,897-61.3% |
| Participation rate | 63.6% | 75.9%-12.3pp | 72.7%-9.0pp | 80.3%-16.7pp |
| Annual return | 17.32% | 244.76%-227.4pp | 75.62%-58.3pp | 552.29%-535.0pp |
| Employer contribution / active EE | $1,015 | $3,077-67.0% | $2,723-62.7% | $4,663-78.2% |
| Participant deferral / active EE | $4,730 | $4,678+1.1% | $4,264+10.9% | $6,689-29.3% |
| Admin fee / account holder | $1,924 | $6,212-69.0% | $5,646-65.9% | $13,390-85.6% |