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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 | $42,273 | $176,120-76.0% | $159,487-73.5% | $167,553-74.8% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 20.72% | 331.95%-311.2pp | 263.71%-243.0pp | 478.89%-458.2pp |
| Employer contribution / active EE | $2,046 | $5,299-61.4% | $4,831-57.7% | $4,840-57.7% |
| Participant deferral / active EE | $5,813 | $7,752-25.0% | $7,354-20.9% | $6,343-8.3% |
| Admin fee / account holder | $2,424 | $12,561-80.7% | $10,804-77.6% | $12,316-80.3% |