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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 | $102,090 | $183,988-44.5% | $162,177-37.1% | $152,897-33.2% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 26.69% | 150.79%-124.1pp | 115.60%-88.9pp | 345.43%-318.7pp |
| Employer contribution / active EE | $4,304 | $6,370-32.4% | $5,613-23.3% | $4,764-9.6% |
| Participant deferral / active EE | $6,818 | $8,032-15.1% | $7,297-6.6% | $5,851+16.5% |
| Admin fee / account holder | $610 | $13,123-95.3% | $10,843-94.4% | $11,599-94.7% |