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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 | $102,783 | $176,105-41.6% | $159,474-35.5% | $167,536-38.7% |
| Participation rate | 47.6% | 85.0%-37.3pp | 82.8%-35.2pp | 82.1%-34.5pp |
| Annual return | 11.00% | 331.91%-320.9pp | 263.68%-252.7pp | 478.82%-467.8pp |
| Employer contribution / active EE | $1,602 | $5,299-69.8% | $4,831-66.8% | $4,839-66.9% |
| Participant deferral / active EE | $3,635 | $7,751-53.1% | $7,353-50.6% | $6,342-42.7% |
| Admin fee / account holder | $12,036 | $12,559-4.2% | $10,802+11.4% | $12,315-2.3% |