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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 | $28,984 | $106,008-72.7% | $92,240-68.6% | $147,586-80.4% |
| Participation rate | 65.0% | 80.4%-15.4pp | 76.5%-11.5pp | 82.8%-17.8pp |
| Annual return | 21.11% | 50.05%-28.9pp | 176.29%-155.2pp | 578.59%-557.5pp |
| Employer contribution / active EE | $1,876 | $4,333-56.7% | $3,680-49.0% | $4,876-61.5% |
| Participant deferral / active EE | $3,233 | $4,478-27.8% | $3,897-17.0% | $5,439-40.6% |
| Admin fee / account holder | $2,816 | $6,333-55.5% | $5,194-45.8% | $10,886-74.1% |