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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 | $89,275 | $167,030-46.6% | $135,768-34.2% | $155,188-42.5% |
| Participation rate | 47.1% | 76.2%-29.1pp | 71.1%-24.0pp | 80.8%-33.7pp |
| Annual return | 22.55% | 678.39%-655.8pp | 526.10%-503.5pp | 148.84%-126.3pp |
| Employer contribution / active EE | $2,772 | $4,132-32.9% | $3,394-18.3% | $4,248-34.7% |
| Participant deferral / active EE | $5,928 | $4,528+30.9% | $3,977+49.0% | $6,531-9.2% |
| Admin fee / account holder | $5,758 | $8,172-29.5% | $7,048-18.3% | $14,480-60.2% |