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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 | $78,852 | $209,422-62.3% | $178,503-55.8% | $158,982-50.4% |
| Participation rate | 61.9% | 86.4%-24.4pp | 81.9%-20.0pp | 82.0%-20.1pp |
| Annual return | 16.32% | 188.81%-172.5pp | 151.12%-134.8pp | 302.99%-286.7pp |
| Employer contribution / active EE | $2,509 | $5,707-56.0% | $5,011-49.9% | $4,763-47.3% |
| Participant deferral / active EE | $5,320 | $5,955-10.7% | $5,202+2.3% | $5,983-11.1% |
| Admin fee / account holder | $2,017 | $17,079-88.2% | $13,987-85.6% | $11,252-82.1% |