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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 | $150,346-55.3% | $120,524-44.2% | $145,877-53.9% |
| Participation rate | 65.0% | 78.8%-13.8pp | 71.9%-6.9pp | 80.3%-15.3pp |
| Annual return | 13.08% | 154.40%-141.3pp | 107.36%-94.3pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,733 | $4,353-60.2% | $3,469-50.0% | $4,663-62.8% |
| Participant deferral / active EE | $4,309 | $6,172-30.2% | $4,994-13.7% | $6,691-35.6% |
| Admin fee / account holder | $2,898 | $12,215-76.3% | $9,440-69.3% | $13,402-78.4% |