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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 | $24,174 | $112,121-78.4% | $95,960-74.8% | $158,966-84.8% |
| Participation rate | 58.3% | 79.0%-20.7pp | 77.1%-18.7pp | 82.0%-23.6pp |
| Annual return | 23.15% | 171.16%-148.0pp | 91.63%-68.5pp | 302.95%-279.8pp |
| Employer contribution / active EE | $2,251 | $3,199-29.6% | $2,541-11.4% | $4,762-52.7% |
| Participant deferral / active EE | $5,318 | $4,784+11.1% | $4,167+27.6% | $5,983-11.1% |
| Admin fee / account holder | $4,522 | $10,135-55.4% | $6,797-33.5% | $11,250-59.8% |