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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 | $104,309 | $226,105-53.9% | $182,540-42.9% | $152,897-31.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 14.32% | 192.58%-178.3pp | 148.58%-134.3pp | 345.43%-331.1pp |
| Employer contribution / active EE | $1,279 | $4,978-74.3% | $4,076-68.6% | $4,764-73.2% |
| Participant deferral / active EE | $6,794 | $6,370+6.7% | $5,525+23.0% | $5,851+16.1% |
| Admin fee / account holder | $494 | $10,706-95.4% | $8,593-94.3% | $11,599-95.7% |