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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 | $52,057 | $166,089-68.7% | $164,928-68.4% | $145,978-64.3% |
| Participation rate | 16.7% | 82.0%-65.3pp | 78.6%-62.0pp | 80.3%-63.6pp |
| Annual return | 187.15% | 100.26%+86.9pp | 70.08%+117.1pp | 550.52%-363.4pp |
| Employer contribution / active EE | $4,891 | $5,276-7.3% | $4,343+12.6% | $4,662+4.9% |
| Participant deferral / active EE | $3,209 | $6,961-53.9% | $6,034-46.8% | $6,690-52.0% |
| Admin fee / account holder | $1,722 | $16,641-89.7% | $12,684-86.4% | $13,400-87.1% |