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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 | $56,969 | $103,008-44.7% | $90,304-36.9% | $152,897-62.7% |
| Participation rate | 63.2% | 75.9%-12.7pp | 73.3%-10.1pp | 82.5%-19.3pp |
| Annual return | 23.50% | 95.22%-71.7pp | 78.13%-54.6pp | 345.43%-321.9pp |
| Employer contribution / active EE | $1,761 | $3,139-43.9% | $2,855-38.3% | $4,764-63.0% |
| Participant deferral / active EE | $3,293 | $4,281-23.1% | $3,885-15.2% | $5,851-43.7% |
| Admin fee / account holder | $3,321 | $6,175-46.2% | $5,354-38.0% | $11,599-71.4% |