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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 | $110,748 | $209,874-47.2% | $189,537-41.6% | $167,536-33.9% |
| Participation rate | 40.0% | 88.7%-48.7pp | 87.8%-47.8pp | 82.1%-42.1pp |
| Annual return | 16.43% | 748.61%-732.2pp | 555.34%-538.9pp | 478.82%-462.4pp |
| Employer contribution / active EE | $4,498 | $6,913-34.9% | $6,161-27.0% | $4,839-7.0% |
| Participant deferral / active EE | $5,429 | $8,934-39.2% | $8,220-34.0% | $6,342-14.4% |
| Admin fee / account holder | $5,219 | $14,299-63.5% | $12,048-56.7% | $12,315-57.6% |