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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 | $122,947 | $175,231-29.8% | $149,696-17.9% | $139,466-11.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 19.42% | 166.77%-147.4pp | 134.46%-115.0pp | 373.66%-354.2pp |
| Employer contribution / active EE | $3,400 | $5,478-37.9% | $4,821-29.5% | $4,754-28.5% |
| Participant deferral / active EE | $11,250 | $6,521+72.5% | $5,682+98.0% | $6,712+67.6% |
| Admin fee / account holder | $1,672 | $16,155-89.7% | $13,212-87.3% | $11,409-85.3% |