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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 | $94,364 | $209,422-54.9% | $178,503-47.1% | $158,982-40.6% |
| Participation rate | 68.8% | 86.4%-17.6pp | 81.9%-13.2pp | 82.0%-13.2pp |
| Annual return | 13.96% | 188.81%-174.9pp | 151.12%-137.2pp | 302.99%-289.0pp |
| Employer contribution / active EE | $2,005 | $5,707-64.9% | $5,011-60.0% | $4,763-57.9% |
| Participant deferral / active EE | $3,890 | $5,955-34.7% | $5,202-25.2% | $5,983-35.0% |
| Admin fee / account holder | $2,567 | $17,079-85.0% | $13,987-81.7% | $11,252-77.2% |