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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 | $97,605 | $149,040-34.5% | $120,225-18.8% | $137,256-28.9% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 18.11% | 605.68%-587.6pp | 439.23%-421.1pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,245 | $4,350-25.4% | $3,475-6.6% | $4,156-21.9% |
| Participant deferral / active EE | $7,487 | $4,655+60.8% | $3,999+87.2% | $6,407+16.9% |
| Admin fee / account holder | $8,636 | $6,348+36.1% | $5,696+51.6% | $12,270-29.6% |