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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 | $63,922 | $165,584-61.4% | $142,942-55.3% | $137,256-53.4% |
| Participation rate | 50.0% | 80.1%-30.1pp | 76.8%-26.8pp | 80.0%-30.0pp |
| Annual return | 33.24% | 164.22%-131.0pp | 113.70%-80.5pp | 220.34%-187.1pp |
| Employer contribution / active EE | $7,170 | $4,725+51.7% | $4,139+73.2% | $4,156+72.5% |
| Participant deferral / active EE | $20,687 | $8,194+152.5% | $7,128+190.2% | $6,407+222.9% |
| Admin fee / account holder | $61,030 | $16,167+277.5% | $12,475+389.2% | $12,270+397.4% |