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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 | $67,571 | $209,425-67.7% | $178,499-62.1% | $158,966-57.5% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 19.40% | 188.80%-169.4pp | 151.10%-131.7pp | 302.95%-283.6pp |
| Employer contribution / active EE | $1,786 | $5,707-68.7% | $5,011-64.4% | $4,762-62.5% |
| Participant deferral / active EE | $3,175 | $5,955-46.7% | $5,202-39.0% | $5,983-46.9% |
| Admin fee / account holder | $7,042 | $17,078-58.8% | $13,986-49.7% | $11,250-37.4% |