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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 | $44,864 | $175,257-74.4% | $149,717-70.0% | $139,456-67.8% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 16.26% | 166.70%-150.4pp | 134.41%-118.1pp | 373.45%-357.2pp |
| Employer contribution / active EE | $3,484 | $5,477-36.4% | $4,820-27.7% | $4,753-26.7% |
| Participant deferral / active EE | $5,146 | $6,521-21.1% | $5,682-9.4% | $6,711-23.3% |
| Admin fee / account holder | $1,079 | $16,156-93.3% | $13,213-91.8% | $11,407-90.5% |