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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 | $67,227 | $150,435-55.3% | $120,580-44.2% | $145,897-53.9% |
| Participation rate | 65.0% | 78.8%-13.8pp | 72.0%-7.0pp | 80.3%-15.3pp |
| Annual return | 13.08% | 154.60%-141.5pp | 107.48%-94.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,733 | $4,352-60.2% | $3,469-50.0% | $4,663-62.8% |
| Participant deferral / active EE | $4,309 | $6,174-30.2% | $4,995-13.8% | $6,689-35.6% |
| Admin fee / account holder | $2,898 | $12,182-76.2% | $9,418-69.2% | $13,390-78.4% |