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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 | $68,924 | $103,038-33.1% | $90,324-23.7% | $152,909-54.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 23.66% | 95.25%-71.6pp | 78.15%-54.5pp | 345.46%-321.8pp |
| Employer contribution / active EE | $2,000 | $3,141-36.3% | $2,856-30.0% | $4,764-58.0% |
| Participant deferral / active EE | $6,673 | $4,282+55.8% | $3,885+71.8% | $5,851+14.0% |
| Admin fee / account holder | $651 | $6,177-89.5% | $5,356-87.8% | $11,601-94.4% |