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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 | $52,712 | $185,856-71.6% | $170,028-69.0% | $139,456-62.2% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 88.68% | 60.52%+28.2pp | 53.39%+35.3pp | 373.45%-284.8pp |
| Employer contribution / active EE | $3,894 | $7,593-48.7% | $6,788-42.6% | $4,753-18.1% |
| Participant deferral / active EE | $8,294 | $11,623-28.6% | $10,409-20.3% | $6,711+23.6% |
| Admin fee / account holder | $4,929 | $15,387-68.0% | $12,820-61.6% | $11,407-56.8% |