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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 | $101,696 | $176,105-42.3% | $159,474-36.2% | $167,536-39.3% |
| Participation rate | 42.9% | 85.0%-42.1pp | 82.8%-40.0pp | 82.1%-39.3pp |
| Annual return | 11.28% | 331.91%-320.6pp | 263.68%-252.4pp | 478.82%-467.5pp |
| Employer contribution / active EE | $1,578 | $5,299-70.2% | $4,831-67.3% | $4,839-67.4% |
| Participant deferral / active EE | $3,727 | $7,751-51.9% | $7,353-49.3% | $6,342-41.2% |
| Admin fee / account holder | $9,264 | $12,559-26.2% | $10,802-14.2% | $12,315-24.8% |