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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 | $72,332 | $217,432-66.7% | $185,849-61.1% | $167,536-56.8% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 17.50% | 148.42%-130.9pp | 122.10%-104.6pp | 478.82%-461.3pp |
| Employer contribution / active EE | $2,577 | $5,875-56.1% | $5,169-50.1% | $4,839-46.7% |
| Participant deferral / active EE | $6,256 | $6,357-1.6% | $5,569+12.3% | $6,342-1.4% |
| Admin fee / account holder | $9,648 | $19,818-51.3% | $16,244-40.6% | $12,315-21.7% |