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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 | $84,108 | $176,105-52.2% | $159,474-47.3% | $167,536-49.8% |
| Participation rate | 29.2% | 85.0%-55.8pp | 82.8%-53.7pp | 82.1%-52.9pp |
| Annual return | 20.23% | 331.91%-311.7pp | 263.68%-243.4pp | 478.82%-458.6pp |
| Employer contribution / active EE | $1,998 | $5,299-62.3% | $4,831-58.6% | $4,839-58.7% |
| Participant deferral / active EE | $4,119 | $7,751-46.9% | $7,353-44.0% | $6,342-35.1% |
| Admin fee / account holder | $3,169 | $12,559-74.8% | $10,802-70.7% | $12,315-74.3% |