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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 | $102,609 | $209,422-51.0% | $178,503-42.5% | $158,982-35.5% |
| Participation rate | 69.2% | 86.4%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 20.63% | 188.81%-168.2pp | 151.12%-130.5pp | 302.99%-282.4pp |
| Employer contribution / active EE | $1,831 | $5,707-67.9% | $5,011-63.5% | $4,763-61.6% |
| Participant deferral / active EE | $3,305 | $5,955-44.5% | $5,202-36.5% | $5,983-44.8% |
| Admin fee / account holder | $1,975 | $17,079-88.4% | $13,987-85.9% | $11,252-82.5% |