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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 | $97,665 | $198,457-50.8% | $170,435-42.7% | $147,586-33.8% |
| Participation rate | 63.2% | 88.0%-24.8pp | 83.6%-20.4pp | 82.8%-19.7pp |
| Annual return | 18.29% | 257.30%-239.0pp | 205.94%-187.6pp | 578.59%-560.3pp |
| Employer contribution / active EE | $1,660 | $6,183-73.2% | $5,432-69.4% | $4,876-66.0% |
| Participant deferral / active EE | $4,654 | $5,629-17.3% | $4,939-5.8% | $5,439-14.4% |
| Admin fee / account holder | $4,998 | $16,852-70.3% | $13,881-64.0% | $10,886-54.1% |