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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 | $85,532 | $209,425-59.2% | $178,499-52.1% | $158,966-46.2% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 55.48% | 188.80%-133.3pp | 151.10%-95.6pp | 302.95%-247.5pp |
| Employer contribution / active EE | $1,225 | $5,707-78.5% | $5,011-75.6% | $4,762-74.3% |
| Participant deferral / active EE | $3,953 | $5,955-33.6% | $5,202-24.0% | $5,983-33.9% |
| Admin fee / account holder | $4,412 | $17,078-74.2% | $13,986-68.5% | $11,250-60.8% |