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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 | $66,162 | $103,008-35.8% | $90,304-26.7% | $152,897-56.7% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.5%-26.9pp |
| Annual return | 25.14% | 95.22%-70.1pp | 78.13%-53.0pp | 345.43%-320.3pp |
| Employer contribution / active EE | $1,302 | $3,139-58.5% | $2,855-54.4% | $4,764-72.7% |
| Participant deferral / active EE | $3,248 | $4,281-24.1% | $3,885-16.4% | $5,851-44.5% |
| Admin fee / account holder | $1,096 | $6,175-82.3% | $5,354-79.5% | $11,599-90.6% |