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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 | $80,649 | $100,203-19.5% | $85,240-5.4% | $145,897-44.7% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 19.28% | 84.28%-65.0pp | 66.75%-47.5pp | 552.29%-533.0pp |
| Employer contribution / active EE | $2,472 | $3,242-23.7% | $2,735-9.6% | $4,663-47.0% |
| Participant deferral / active EE | $4,368 | $5,299-17.6% | $4,527-3.5% | $6,689-34.7% |
| Admin fee / account holder | $746 | $7,265-89.7% | $6,165-87.9% | $13,390-94.4% |