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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 | $65,273 | $112,131-41.8% | $95,964-32.0% | $158,982-58.9% |
| Participation rate | 54.5% | 79.0%-24.4pp | 77.1%-22.5pp | 82.0%-27.4pp |
| Annual return | 16.21% | 171.19%-155.0pp | 91.64%-75.4pp | 302.99%-286.8pp |
| Employer contribution / active EE | $1,740 | $3,199-45.6% | $2,541-31.5% | $4,763-63.5% |
| Participant deferral / active EE | $4,008 | $4,784-16.2% | $4,167-3.8% | $5,983-33.0% |
| Admin fee / account holder | $2,216 | $10,136-78.1% | $6,797-67.4% | $11,252-80.3% |