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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 | $74,891 | $80,812-7.3% | $160,784-53.4% | $82,448-9.2% |
| Participation rate | 58.3% | 66.2%-7.9pp | 77.0%-18.6pp | 68.1%-9.7pp |
| Annual return | 18.61% | 100.59%-82.0pp | 1803.92%-1785.3pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,265 | $2,174-41.8% | $3,733-66.1% | $2,551-50.4% |
| Participant deferral / active EE | $4,474 | $4,335+3.2% | $6,293-28.9% | $4,139+8.1% |
| Admin fee / account holder | $2,771 | $7,695-64.0% | $9,717-71.5% | $7,234-61.7% |