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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 | $71,716 | $209,428-65.8% | $178,498-59.8% | $158,950-54.9% |
| Participation rate | 45.5% | 86.4%-40.9pp | 81.9%-36.5pp | 82.0%-36.5pp |
| Annual return | 24.81% | 188.78%-164.0pp | 151.09%-126.3pp | 302.91%-278.1pp |
| Employer contribution / active EE | $4,667 | $5,707-18.2% | $5,011-6.9% | $4,762-2.0% |
| Participant deferral / active EE | $4,028 | $5,955-32.4% | $5,202-22.6% | $5,983-32.7% |
| Admin fee / account holder | $955 | $17,077-94.4% | $13,985-93.2% | $11,248-91.5% |