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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 | $53,813 | $63,346-15.0% | $92,240-41.7% | $70,126-23.3% |
| Participation rate | 66.3% | 68.7%-2.4pp | 76.5%-10.2pp | 69.5%-3.3pp |
| Annual return | 20.04% | 530.19%-510.1pp | 176.29%-156.3pp | 73.15%-53.1pp |
| Employer contribution / active EE | $848 | $2,471-65.7% | $3,680-77.0% | $2,343-63.8% |
| Participant deferral / active EE | $2,015 | $2,854-29.4% | $3,897-48.3% | $3,332-39.5% |
| Admin fee / account holder | $1,539 | $3,841-59.9% | $5,194-70.4% | $4,645-66.9% |