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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 | $25,095 | $176,120-85.8% | $159,487-84.3% | $167,553-85.0% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 17.04% | 331.95%-314.9pp | 263.71%-246.7pp | 478.89%-461.8pp |
| Employer contribution / active EE | $2,086 | $5,299-60.6% | $4,831-56.8% | $4,840-56.9% |
| Participant deferral / active EE | $3,372 | $7,752-56.5% | $7,354-54.1% | $6,343-46.8% |
| Admin fee / account holder | $2,243 | $12,561-82.1% | $10,804-79.2% | $12,316-81.8% |