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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 | $106,592 | $175,231-39.2% | $149,696-28.8% | $139,466-23.6% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 19.31% | 166.77%-147.5pp | 134.46%-115.1pp | 373.66%-354.4pp |
| Employer contribution / active EE | $2,391 | $5,478-56.4% | $4,821-50.4% | $4,754-49.7% |
| Participant deferral / active EE | $5,433 | $6,521-16.7% | $5,682-4.4% | $6,712-19.0% |
| Admin fee / account holder | $974 | $16,155-94.0% | $13,212-92.6% | $11,409-91.5% |