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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 | $59,051 | $209,422-71.8% | $178,503-66.9% | $158,982-62.9% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 24.87% | 188.81%-163.9pp | 151.12%-126.2pp | 302.99%-278.1pp |
| Employer contribution / active EE | $2,331 | $5,707-59.2% | $5,011-53.5% | $4,763-51.1% |
| Participant deferral / active EE | $7,253 | $5,955+21.8% | $5,202+39.4% | $5,983+21.2% |
| Admin fee / account holder | $446 | $17,079-97.4% | $13,987-96.8% | $11,252-96.0% |