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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 | $68,087 | $176,077-61.3% | $159,455-57.3% | $167,518-59.4% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 11.04% | 331.83%-320.8pp | 263.63%-252.6pp | 478.71%-467.7pp |
| Employer contribution / active EE | $1,494 | $5,298-71.8% | $4,830-69.1% | $4,838-69.1% |
| Participant deferral / active EE | $3,749 | $7,751-51.6% | $7,353-49.0% | $6,342-40.9% |
| Admin fee / account holder | $3,014 | $12,556-76.0% | $10,800-72.1% | $12,312-75.5% |