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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 | $88,583 | $176,105-49.7% | $159,474-44.5% | $167,536-47.1% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 10.47% | 331.91%-321.4pp | 263.68%-253.2pp | 478.82%-468.4pp |
| Employer contribution / active EE | $3,120 | $5,299-41.1% | $4,831-35.4% | $4,839-35.5% |
| Participant deferral / active EE | $7,800 | $7,751+0.6% | $7,353+6.1% | $6,342+23.0% |
| Admin fee / account holder | $329 | $12,559-97.4% | $10,802-97.0% | $12,315-97.3% |