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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 | $106,935 | $175,259-39.0% | $149,723-28.6% | $139,487-23.3% |
| Participation rate | 60.9% | 83.4%-22.5pp | 78.8%-17.9pp | 80.3%-19.5pp |
| Annual return | 18.79% | 166.82%-148.0pp | 134.50%-115.7pp | 373.84%-355.1pp |
| Employer contribution / active EE | $2,773 | $5,478-49.4% | $4,821-42.5% | $4,755-41.7% |
| Participant deferral / active EE | $5,678 | $6,522-12.9% | $5,682-0.1% | $6,713-15.4% |
| Admin fee / account holder | $328 | $16,158-98.0% | $13,215-97.5% | $11,407-97.1% |