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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 | $18,132 | $149,040-87.8% | $120,225-84.9% | $137,256-86.8% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 22.78% | 605.68%-582.9pp | 439.23%-416.4pp | 220.34%-197.6pp |
| Employer contribution / active EE | $2,208 | $4,350-49.3% | $3,475-36.5% | $4,156-46.9% |
| Participant deferral / active EE | $3,959 | $4,655-14.9% | $3,999-1.0% | $6,407-38.2% |
| Admin fee / account holder | $4,533 | $6,348-28.6% | $5,696-20.4% | $12,270-63.1% |