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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 | $69,677 | $148,623-53.1% | $135,974-48.8% | $139,466-50.0% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 222.31% | 79.30%+143.0pp | 68.30%+154.0pp | 373.66%-151.4pp |
| Employer contribution / active EE | $2,351 | $5,246-55.2% | $4,859-51.6% | $4,754-50.5% |
| Participant deferral / active EE | $3,818 | $8,103-52.9% | $7,760-50.8% | $6,712-43.1% |
| Admin fee / account holder | $5,196 | $12,406-58.1% | $10,767-51.7% | $11,409-54.5% |