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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 | $77,626 | $209,422-62.9% | $178,503-56.5% | $158,982-51.2% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 9.05% | 188.81%-179.8pp | 151.12%-142.1pp | 302.99%-293.9pp |
| Employer contribution / active EE | $1,263 | $5,707-77.9% | $5,011-74.8% | $4,763-73.5% |
| Participant deferral / active EE | $3,743 | $5,955-37.1% | $5,202-28.1% | $5,983-37.4% |
| Admin fee / account holder | $14,343 | $17,079-16.0% | $13,987+2.5% | $11,252+27.5% |