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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 | $93,814 | $198,457-52.7% | $170,435-45.0% | $147,586-36.4% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 17.16% | 257.30%-240.1pp | 205.94%-188.8pp | 578.59%-561.4pp |
| Employer contribution / active EE | $2,176 | $6,183-64.8% | $5,432-59.9% | $4,876-55.4% |
| Participant deferral / active EE | $3,416 | $5,629-39.3% | $4,939-30.9% | $5,439-37.2% |
| Admin fee / account holder | $1,863 | $16,852-88.9% | $13,881-86.6% | $10,886-82.9% |