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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 | $98,900 | $149,040-33.6% | $120,225-17.7% | $137,256-27.9% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 13.89% | 605.68%-591.8pp | 439.23%-425.3pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,583 | $4,350-63.6% | $3,475-54.5% | $4,156-61.9% |
| Participant deferral / active EE | $3,166 | $4,655-32.0% | $3,999-20.8% | $6,407-50.6% |
| Admin fee / account holder | $3,030 | $6,348-52.3% | $5,696-46.8% | $12,270-75.3% |