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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 | $101,505 | $160,040-36.6% | $147,096-31.0% | $145,877-30.4% |
| Participation rate | 46.7% | 84.0%-37.4pp | 82.2%-35.5pp | 80.3%-33.6pp |
| Annual return | 13.04% | 98.49%-85.5pp | 419.75%-406.7pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,402 | $5,289-54.6% | $4,936-51.3% | $4,663-48.5% |
| Participant deferral / active EE | $5,563 | $8,429-34.0% | $8,071-31.1% | $6,691-16.8% |
| Admin fee / account holder | $1,100 | $15,050-92.7% | $13,005-91.5% | $13,402-91.8% |