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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 | $78,877 | $217,432-63.7% | $185,851-57.6% | $167,553-52.9% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 15.70% | 148.43%-132.7pp | 122.11%-106.4pp | 478.89%-463.2pp |
| Employer contribution / active EE | $2,335 | $5,874-60.3% | $5,168-54.8% | $4,840-51.8% |
| Participant deferral / active EE | $5,908 | $6,357-7.1% | $5,569+6.1% | $6,343-6.8% |
| Admin fee / account holder | $3,646 | $19,820-81.6% | $16,245-77.6% | $12,316-70.4% |