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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 | $114,158 | $209,428-45.5% | $178,498-36.0% | $158,950-28.2% |
| Participation rate | 53.8% | 86.4%-32.5pp | 81.9%-28.1pp | 82.0%-28.1pp |
| Annual return | 29.00% | 188.78%-159.8pp | 151.09%-122.1pp | 302.91%-273.9pp |
| Employer contribution / active EE | $2,863 | $5,707-49.8% | $5,011-42.9% | $4,762-39.9% |
| Participant deferral / active EE | $4,593 | $5,955-22.9% | $5,202-11.7% | $5,983-23.2% |
| Admin fee / account holder | $612 | $17,077-96.4% | $13,985-95.6% | $11,248-94.6% |