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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 | $75,873 | $112,131-32.3% | $95,964-20.9% | $158,982-52.3% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 18.46% | 171.19%-152.7pp | 91.64%-73.2pp | 302.99%-284.5pp |
| Employer contribution / active EE | $1,096 | $3,199-65.7% | $2,541-56.9% | $4,763-77.0% |
| Participant deferral / active EE | $3,061 | $4,784-36.0% | $4,167-26.5% | $5,983-48.8% |
| Admin fee / account holder | $3,600 | $10,136-64.5% | $6,797-47.0% | $11,252-68.0% |