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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 | $98,842 | $209,422-52.8% | $178,503-44.6% | $158,982-37.8% |
| Participation rate | 58.8% | 86.4%-27.5pp | 81.9%-23.1pp | 82.0%-23.1pp |
| Annual return | 7.50% | 188.81%-181.3pp | 151.12%-143.6pp | 302.99%-295.5pp |
| Employer contribution / active EE | $1,528 | $5,707-73.2% | $5,011-69.5% | $4,763-67.9% |
| Participant deferral / active EE | $3,891 | $5,955-34.7% | $5,202-25.2% | $5,983-35.0% |
| Admin fee / account holder | $8,978 | $17,079-47.4% | $13,987-35.8% | $11,252-20.2% |