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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 | $101,103 | $198,462-49.1% | $170,439-40.7% | $147,585-31.5% |
| Participation rate | 28.6% | 88.0%-59.4pp | 83.6%-55.0pp | 82.8%-54.3pp |
| Annual return | 18.09% | 257.30%-239.2pp | 205.94%-187.8pp | 578.58%-560.5pp |
| Employer contribution / active EE | $1,366 | $6,184-77.9% | $5,433-74.9% | $4,876-72.0% |
| Participant deferral / active EE | $5,000 | $5,629-11.2% | $4,939+1.2% | $5,439-8.1% |
| Admin fee / account holder | $1,969 | $16,852-88.3% | $13,881-85.8% | $10,886-81.9% |