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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 | $47,712 | $176,077-72.9% | $159,455-70.1% | $167,518-71.5% |
| Participation rate | 55.6% | 84.9%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 15.93% | 331.83%-315.9pp | 263.63%-247.7pp | 478.71%-462.8pp |
| Employer contribution / active EE | $3,941 | $5,298-25.6% | $4,830-18.4% | $4,838-18.6% |
| Participant deferral / active EE | $5,435 | $7,751-29.9% | $7,353-26.1% | $6,342-14.3% |
| Admin fee / account holder | $885 | $12,556-93.0% | $10,800-91.8% | $12,312-92.8% |