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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 | $100,139-19.5% | $85,187-5.3% | $145,884-44.7% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 19.28% | 84.15%-64.9pp | 66.67%-47.4pp | 551.85%-532.6pp |
| Employer contribution / active EE | $2,472 | $3,238-23.7% | $2,732-9.5% | $4,662-47.0% |
| Participant deferral / active EE | $4,368 | $5,296-17.5% | $4,525-3.5% | $6,690-34.7% |
| Admin fee / account holder | $746 | $7,262-89.7% | $6,162-87.9% | $13,392-94.4% |