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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 | $50,867 | $144,130-64.7% | $117,861-56.8% | $147,586-65.5% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 16.66% | 531.20%-514.5pp | 335.11%-318.4pp | 578.59%-561.9pp |
| Employer contribution / active EE | $1,868 | $4,897-61.9% | $3,786-50.7% | $4,876-61.7% |
| Participant deferral / active EE | $6,000 | $5,316+12.9% | $4,482+33.9% | $5,439+10.3% |
| Admin fee / account holder | $12,955 | $10,887+19.0% | $8,021+61.5% | $10,886+19.0% |