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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 | $54,292 | $63,346-14.3% | $92,240-41.1% | $70,126-22.6% |
| Participation rate | 65.4% | 68.7%-3.3pp | 76.5%-11.1pp | 69.5%-4.2pp |
| Annual return | 20.72% | 530.19%-509.5pp | 176.29%-155.6pp | 73.15%-52.4pp |
| Employer contribution / active EE | $1,368 | $2,471-44.6% | $3,680-62.8% | $2,343-41.6% |
| Participant deferral / active EE | $2,614 | $2,854-8.4% | $3,897-32.9% | $3,332-21.6% |
| Admin fee / account holder | $2,834 | $3,841-26.2% | $5,194-45.4% | $4,645-39.0% |