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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 | $57,375 | $166,242-65.5% | $165,071-65.2% | $145,884-60.7% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 11.12% | 100.44%-89.3pp | 70.17%-59.1pp | 551.85%-540.7pp |
| Employer contribution / active EE | $3,285 | $5,283-37.8% | $4,347-24.4% | $4,662-29.5% |
| Participant deferral / active EE | $4,981 | $6,964-28.5% | $6,035-17.5% | $6,690-25.5% |
| Admin fee / account holder | $672 | $16,658-96.0% | $12,695-94.7% | $13,392-95.0% |