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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 | $124,950 | $209,422-40.3% | $178,503-30.0% | $158,982-21.4% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 19.35% | 188.81%-169.5pp | 151.12%-131.8pp | 302.99%-283.6pp |
| Employer contribution / active EE | $2,720 | $5,707-52.3% | $5,011-45.7% | $4,763-42.9% |
| Participant deferral / active EE | $6,369 | $5,955+7.0% | $5,202+22.4% | $5,983+6.4% |
| Admin fee / account holder | $2,086 | $17,079-87.8% | $13,987-85.1% | $11,252-81.5% |