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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 | $107,296 | $176,077-39.1% | $159,455-32.7% | $167,518-35.9% |
| Participation rate | 64.7% | 84.9%-20.2pp | 82.8%-18.1pp | 82.1%-17.4pp |
| Annual return | 20.27% | 331.83%-311.6pp | 263.63%-243.4pp | 478.71%-458.4pp |
| Employer contribution / active EE | $1,136 | $5,298-78.6% | $4,830-76.5% | $4,838-76.5% |
| Participant deferral / active EE | $5,945 | $7,751-23.3% | $7,353-19.1% | $6,342-6.3% |
| Admin fee / account holder | $604 | $12,556-95.2% | $10,800-94.4% | $12,312-95.1% |