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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 | $88,624 | $210,698-57.9% | $178,014-50.2% | $145,959-39.3% |
| Participation rate | 68.8% | 80.8%-12.0pp | 77.1%-8.3pp | 80.3%-11.5pp |
| Annual return | 10.83% | 386.27%-375.4pp | 294.80%-284.0pp | 561.95%-551.1pp |
| Employer contribution / active EE | $2,660 | $4,567-41.8% | $3,950-32.7% | $4,661-42.9% |
| Participant deferral / active EE | $5,660 | $6,958-18.7% | $6,276-9.8% | $6,689-15.4% |
| Admin fee / account holder | $1,286 | $12,016-89.3% | $10,362-87.6% | $13,398-90.4% |