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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 | $44,447 | $217,432-79.6% | $185,849-76.1% | $167,536-73.5% |
| Participation rate | 65.0% | 86.1%-21.1pp | 81.7%-16.7pp | 82.1%-17.1pp |
| Annual return | 40.78% | 148.42%-107.6pp | 122.10%-81.3pp | 478.82%-438.0pp |
| Employer contribution / active EE | $1,725 | $5,875-70.6% | $5,169-66.6% | $4,839-64.4% |
| Participant deferral / active EE | $4,767 | $6,357-25.0% | $5,569-14.4% | $6,342-24.8% |
| Admin fee / account holder | $10,902 | $19,818-45.0% | $16,244-32.9% | $12,315-11.5% |