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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 | $90,621 | $166,242-45.5% | $165,071-45.1% | $145,884-37.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 555.36% | 100.44%+454.9pp | 70.17%+485.2pp | 551.85%+3.5pp |
| Employer contribution / active EE | $1,872 | $5,283-64.6% | $4,347-57.0% | $4,662-59.9% |
| Participant deferral / active EE | $3,021 | $6,964-56.6% | $6,035-49.9% | $6,690-54.8% |
| Admin fee / account holder | $6,448 | $16,658-61.3% | $12,695-49.2% | $13,392-51.9% |