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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 | $60,724 | $80,812-24.9% | $160,784-62.2% | $82,448-26.3% |
| Participation rate | 58.1% | 66.2%-8.2pp | 77.0%-18.9pp | 68.1%-10.0pp |
| Annual return | 18.22% | 100.59%-82.4pp | 1803.92%-1785.7pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,776 | $2,174+27.7% | $3,733-25.6% | $2,551+8.8% |
| Participant deferral / active EE | $5,033 | $4,335+16.1% | $6,293-20.0% | $4,139+21.6% |
| Admin fee / account holder | $1,501 | $7,695-80.5% | $9,717-84.6% | $7,234-79.3% |