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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 | $73,804 | $129,737-43.1% | $119,126-38.0% | $154,746-52.3% |
| Participation rate | 69.2% | 78.9%-9.6pp | 75.8%-6.5pp | 80.7%-11.5pp |
| Annual return | 94.22% | 379.08%-284.9pp | 282.11%-187.9pp | 172.34%-78.1pp |
| Employer contribution / active EE | $2,896 | $4,375-33.8% | $4,034-28.2% | $4,379-33.9% |
| Participant deferral / active EE | $7,500 | $5,842+28.4% | $5,318+41.0% | $6,730+11.4% |
| Admin fee / account holder | $4,276 | $11,961-64.2% | $10,693-60.0% | $14,365-70.2% |