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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 | $103,092 | $209,425-50.8% | $178,499-42.2% | $158,966-35.1% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 22.90% | 188.80%-165.9pp | 151.10%-128.2pp | 302.95%-280.0pp |
| Employer contribution / active EE | $15,343 | $5,707+168.8% | $5,011+206.2% | $4,762+222.2% |
| Participant deferral / active EE | $10,262 | $5,955+72.3% | $5,202+97.3% | $5,983+71.5% |
| Admin fee / account holder | $3,377 | $17,078-80.2% | $13,986-75.9% | $11,250-70.0% |