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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 | $59,694 | $184,000-67.6% | $162,185-63.2% | $152,909-61.0% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 26.05% | 150.80%-124.7pp | 115.61%-89.6pp | 345.46%-319.4pp |
| Employer contribution / active EE | $2,278 | $6,370-64.2% | $5,613-59.4% | $4,764-52.2% |
| Participant deferral / active EE | $4,500 | $8,033-44.0% | $7,297-38.3% | $5,851-23.1% |
| Admin fee / account holder | $1,573 | $13,124-88.0% | $10,844-85.5% | $11,601-86.4% |