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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 | $74,262 | $183,988-59.6% | $162,177-54.2% | $152,897-51.4% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.6%-23.9pp | 82.5%-18.8pp |
| Annual return | 30.56% | 150.79%-120.2pp | 115.60%-85.0pp | 345.43%-314.9pp |
| Employer contribution / active EE | $2,840 | $6,370-55.4% | $5,613-49.4% | $4,764-40.4% |
| Participant deferral / active EE | $5,994 | $8,032-25.4% | $7,297-17.9% | $5,851+2.4% |
| Admin fee / account holder | $318 | $13,123-97.6% | $10,843-97.1% | $11,599-97.3% |