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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 | $111,535-33.8% | $105,223-29.9% | $137,256-46.2% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.0%-5.8pp | 80.0%-10.7pp |
| Annual return | 94.22% | 237.85%-143.6pp | 180.65%-86.4pp | 220.34%-126.1pp |
| Employer contribution / active EE | $2,896 | $3,939-26.5% | $3,689-21.5% | $4,156-30.3% |
| Participant deferral / active EE | $7,500 | $5,500+36.4% | $5,072+47.9% | $6,407+17.1% |
| Admin fee / account holder | $4,276 | $9,721-56.0% | $8,859-51.7% | $12,270-65.1% |