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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 | $65,166 | $111,535-41.6% | $105,223-38.1% | $137,256-52.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 105.97% | 237.85%-131.9pp | 180.65%-74.7pp | 220.34%-114.4pp |
| Employer contribution / active EE | $2,122 | $3,939-46.1% | $3,689-42.5% | $4,156-48.9% |
| Participant deferral / active EE | $5,162 | $5,500-6.1% | $5,072+1.8% | $6,407-19.4% |
| Admin fee / account holder | $365 | $9,721-96.2% | $8,859-95.9% | $12,270-97.0% |