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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 | $76,720 | $209,422-63.4% | $178,503-57.0% | $158,982-51.7% |
| Participation rate | 47.4% | 86.4%-39.0pp | 81.9%-34.6pp | 82.0%-34.6pp |
| Annual return | 16.84% | 188.81%-172.0pp | 151.12%-134.3pp | 302.99%-286.1pp |
| Employer contribution / active EE | $1,531 | $5,707-73.2% | $5,011-69.4% | $4,763-67.9% |
| Participant deferral / active EE | $3,457 | $5,955-41.9% | $5,202-33.5% | $5,983-42.2% |
| Admin fee / account holder | $2,037 | $17,079-88.1% | $13,987-85.4% | $11,252-81.9% |