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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 | $64,210 | $209,425-69.3% | $178,499-64.0% | $158,966-59.6% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 16.34% | 188.80%-172.5pp | 151.10%-134.8pp | 302.95%-286.6pp |
| Employer contribution / active EE | $1,712 | $5,707-70.0% | $5,011-65.8% | $4,762-64.0% |
| Participant deferral / active EE | $3,598 | $5,955-39.6% | $5,202-30.8% | $5,983-39.9% |
| Admin fee / account holder | $8,476 | $17,078-50.4% | $13,986-39.4% | $11,250-24.7% |