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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 | $75,821 | $198,462-61.8% | $170,439-55.5% | $147,585-48.6% |
| Participation rate | 28.6% | 88.0%-59.4pp | 83.6%-55.0pp | 82.8%-54.3pp |
| Annual return | 19.48% | 257.30%-237.8pp | 205.94%-186.5pp | 578.58%-559.1pp |
| Employer contribution / active EE | $2,621 | $6,184-57.6% | $5,433-51.8% | $4,876-46.3% |
| Participant deferral / active EE | $3,763 | $5,629-33.2% | $4,939-23.8% | $5,439-30.8% |
| Admin fee / account holder | $473 | $16,852-97.2% | $13,881-96.6% | $10,886-95.7% |