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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 | $97,619 | $134,817-27.6% | $123,973-21.3% | $155,188-37.1% |
| Participation rate | 52.9% | 79.4%-26.5pp | 76.7%-23.7pp | 80.8%-27.9pp |
| Annual return | 19.11% | 515.49%-496.4pp | 388.13%-369.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $1,938 | $4,425-56.2% | $4,126-53.0% | $4,248-54.4% |
| Participant deferral / active EE | $6,163 | $5,706+8.0% | $5,247+17.5% | $6,531-5.6% |
| Admin fee / account holder | $5,696 | $13,245-57.0% | $11,799-51.7% | $14,480-60.7% |