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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 | $82,767 | $209,425-60.5% | $178,499-53.6% | $158,966-47.9% |
| Participation rate | 54.5% | 86.4%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 13.32% | 188.80%-175.5pp | 151.10%-137.8pp | 302.95%-289.6pp |
| Employer contribution / active EE | $2,568 | $5,707-55.0% | $5,011-48.7% | $4,762-46.1% |
| Participant deferral / active EE | $5,289 | $5,955-11.2% | $5,202+1.7% | $5,983-11.6% |
| Admin fee / account holder | $7,022 | $17,078-58.9% | $13,986-49.8% | $11,250-37.6% |