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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 | $166,242-68.7% | $165,071-68.5% | $145,884-64.3% |
| Participation rate | 16.7% | 82.0%-65.4pp | 78.6%-62.0pp | 80.3%-63.6pp |
| Annual return | 187.15% | 100.44%+86.7pp | 70.17%+117.0pp | 551.85%-364.7pp |
| Employer contribution / active EE | $4,891 | $5,283-7.4% | $4,347+12.5% | $4,662+4.9% |
| Participant deferral / active EE | $3,209 | $6,964-53.9% | $6,035-46.8% | $6,690-52.0% |
| Admin fee / account holder | $1,722 | $16,658-89.7% | $12,695-86.4% | $13,392-87.1% |