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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 | $86,347 | $217,432-60.3% | $185,849-53.5% | $167,536-48.5% |
| Participation rate | 42.9% | 86.1%-43.2pp | 81.7%-38.9pp | 82.1%-39.3pp |
| Annual return | 11.29% | 148.42%-137.1pp | 122.10%-110.8pp | 478.82%-467.5pp |
| Employer contribution / active EE | $3,480 | $5,875-40.8% | $5,169-32.7% | $4,839-28.1% |
| Participant deferral / active EE | $6,300 | $6,357-0.9% | $5,569+13.1% | $6,342-0.7% |
| Admin fee / account holder | $1,426 | $19,818-92.8% | $16,244-91.2% | $12,315-88.4% |