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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 | $88,462 | $144,130-38.6% | $117,861-24.9% | $147,586-40.1% |
| Participation rate | 58.3% | 83.4%-25.1pp | 79.7%-21.3pp | 82.8%-24.5pp |
| Annual return | 17.69% | 531.20%-513.5pp | 335.11%-317.4pp | 578.59%-560.9pp |
| Employer contribution / active EE | $1,620 | $4,897-66.9% | $3,786-57.2% | $4,876-66.8% |
| Participant deferral / active EE | $3,532 | $5,316-33.6% | $4,482-21.2% | $5,439-35.1% |
| Admin fee / account holder | $3,879 | $10,887-64.4% | $8,021-51.6% | $10,886-64.4% |