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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 | $109,307 | $176,105-37.9% | $159,474-31.5% | $167,536-34.8% |
| Participation rate | 54.5% | 85.0%-30.4pp | 82.8%-28.3pp | 82.1%-27.6pp |
| Annual return | 18.18% | 331.91%-313.7pp | 263.68%-245.5pp | 478.82%-460.6pp |
| Employer contribution / active EE | $2,281 | $5,299-56.9% | $4,831-52.8% | $4,839-52.9% |
| Participant deferral / active EE | $5,300 | $7,751-31.6% | $7,353-27.9% | $6,342-16.4% |
| Admin fee / account holder | $7,518 | $12,559-40.1% | $10,802-30.4% | $12,315-39.0% |