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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 | $95,844 | $144,130-33.5% | $117,861-18.7% | $147,586-35.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 14.48% | 531.20%-516.7pp | 335.11%-320.6pp | 578.59%-564.1pp |
| Employer contribution / active EE | $4,106 | $4,897-16.2% | $3,786+8.4% | $4,876-15.8% |
| Participant deferral / active EE | $2,962 | $5,316-44.3% | $4,482-33.9% | $5,439-45.5% |
| Admin fee / account holder | $22,216 | $10,887+104.1% | $8,021+177.0% | $10,886+104.1% |