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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 | $176,077-49.7% | $159,455-44.4% | $167,518-47.1% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 10.47% | 331.83%-321.4pp | 263.63%-253.2pp | 478.71%-468.2pp |
| Employer contribution / active EE | $3,120 | $5,298-41.1% | $4,830-35.4% | $4,838-35.5% |
| Participant deferral / active EE | $7,800 | $7,751+0.6% | $7,353+6.1% | $6,342+23.0% |
| Admin fee / account holder | $329 | $12,556-97.4% | $10,800-97.0% | $12,312-97.3% |