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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 | $56,366 | $103,008-45.3% | $90,304-37.6% | $152,897-63.1% |
| Participation rate | 61.5% | 75.9%-14.3pp | 73.3%-11.7pp | 82.5%-20.9pp |
| Annual return | 28.81% | 95.22%-66.4pp | 78.13%-49.3pp | 345.43%-316.6pp |
| Employer contribution / active EE | $1,503 | $3,139-52.1% | $2,855-47.4% | $4,764-68.5% |
| Participant deferral / active EE | $3,424 | $4,281-20.0% | $3,885-11.9% | $5,851-41.5% |
| Admin fee / account holder | $7,694 | $6,175+24.6% | $5,354+43.7% | $11,599-33.7% |