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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 | $70,069 | $102,595-31.7% | $94,057-25.5% | $154,746-54.7% |
| Participation rate | 54.5% | 76.0%-21.4pp | 73.3%-18.8pp | 80.7%-26.2pp |
| Annual return | 21.45% | 583.42%-562.0pp | 480.62%-459.2pp | 172.34%-150.9pp |
| Employer contribution / active EE | $2,780 | $3,147-11.7% | $2,933-5.2% | $4,379-36.5% |
| Participant deferral / active EE | $4,734 | $5,118-7.5% | $4,709+0.5% | $6,730-29.7% |
| Admin fee / account holder | $348 | $7,736-95.5% | $7,244-95.2% | $14,365-97.6% |