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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 | $75,083 | $175,231-57.2% | $149,696-49.8% | $139,466-46.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 33.30% | 166.77%-133.5pp | 134.46%-101.2pp | 373.66%-340.4pp |
| Employer contribution / active EE | $2,530 | $5,478-53.8% | $4,821-47.5% | $4,754-46.8% |
| Participant deferral / active EE | $4,577 | $6,521-29.8% | $5,682-19.4% | $6,712-31.8% |
| Admin fee / account holder | $1,721 | $16,155-89.3% | $13,212-87.0% | $11,409-84.9% |