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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 | $96,027 | $175,231-45.2% | $149,696-35.9% | $139,466-31.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 13.64% | 166.77%-153.1pp | 134.46%-120.8pp | 373.66%-360.0pp |
| Employer contribution / active EE | $1,622 | $5,478-70.4% | $4,821-66.4% | $4,754-65.9% |
| Participant deferral / active EE | $5,701 | $6,521-12.6% | $5,682+0.3% | $6,712-15.1% |
| Admin fee / account holder | $1,351 | $16,155-91.6% | $13,212-89.8% | $11,409-88.2% |