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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 | $102,683 | $175,231-41.4% | $149,696-31.4% | $139,466-26.4% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 21.72% | 166.77%-145.0pp | 134.46%-112.7pp | 373.66%-351.9pp |
| Employer contribution / active EE | $2,982 | $5,478-45.6% | $4,821-38.2% | $4,754-37.3% |
| Participant deferral / active EE | $5,117 | $6,521-21.5% | $5,682-9.9% | $6,712-23.8% |
| Admin fee / account holder | $4,534 | $16,155-71.9% | $13,212-65.7% | $11,409-60.3% |