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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 | $104,440 | $148,623-29.7% | $135,974-23.2% | $139,466-25.1% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 17.78% | 79.30%-61.5pp | 68.30%-50.5pp | 373.66%-355.9pp |
| Employer contribution / active EE | $3,221 | $5,246-38.6% | $4,859-33.7% | $4,754-32.2% |
| Participant deferral / active EE | $9,515 | $8,103+17.4% | $7,760+22.6% | $6,712+41.8% |
| Admin fee / account holder | $4,496 | $12,406-63.8% | $10,767-58.2% | $11,409-60.6% |