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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 | $58,713 | $90,691-35.3% | $76,119-22.9% | $145,884-59.8% |
| Participation rate | 63.2% | 74.5%-11.3pp | 69.1%-5.9pp | 80.3%-17.1pp |
| Annual return | 12.77% | 624.52%-611.8pp | 361.25%-348.5pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,724 | $3,329-48.2% | $2,693-36.0% | $4,662-63.0% |
| Participant deferral / active EE | $6,490 | $5,167+25.6% | $4,259+52.4% | $6,690-3.0% |
| Admin fee / account holder | $3,640 | $8,383-56.6% | $6,421-43.3% | $13,392-72.8% |