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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 | $102,526 | $175,257-41.5% | $149,717-31.5% | $139,456-26.5% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 19.54% | 166.70%-147.2pp | 134.41%-114.9pp | 373.45%-353.9pp |
| Employer contribution / active EE | $3,039 | $5,477-44.5% | $4,820-36.9% | $4,753-36.0% |
| Participant deferral / active EE | $5,781 | $6,521-11.4% | $5,682+1.7% | $6,711-13.9% |
| Admin fee / account holder | $1,104 | $16,156-93.2% | $13,213-91.6% | $11,407-90.3% |