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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 | $101,670 | $198,457-48.8% | $170,435-40.3% | $147,586-31.1% |
| Participation rate | 52.9% | 88.0%-35.0pp | 83.6%-30.7pp | 82.8%-29.9pp |
| Annual return | 24.43% | 257.30%-232.9pp | 205.94%-181.5pp | 578.59%-554.2pp |
| Employer contribution / active EE | $2,284 | $6,183-63.1% | $5,432-58.0% | $4,876-53.2% |
| Participant deferral / active EE | $4,544 | $5,629-19.3% | $4,939-8.0% | $5,439-16.4% |
| Admin fee / account holder | $3,216 | $16,852-80.9% | $13,881-76.8% | $10,886-70.5% |