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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 | $56,084 | $107,941-48.0% | $91,994-39.0% | $152,909-63.3% |
| Participation rate | 57.1% | 81.2%-24.0pp | 78.6%-21.5pp | 82.5%-25.3pp |
| Annual return | 49.25% | 89.28%-40.0pp | 69.04%-19.8pp | 345.46%-296.2pp |
| Employer contribution / active EE | $1,990 | $4,212-52.8% | $3,453-42.4% | $4,764-58.2% |
| Participant deferral / active EE | $3,968 | $6,366-37.7% | $5,924-33.0% | $5,851-32.2% |
| Admin fee / account holder | $1,721 | $10,521-83.6% | $7,744-77.8% | $11,601-85.2% |