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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 | $72,461 | $176,105-58.9% | $159,474-54.6% | $167,536-56.7% |
| Participation rate | 53.8% | 85.0%-31.1pp | 82.8%-29.0pp | 82.1%-28.3pp |
| Annual return | 14.00% | 331.91%-317.9pp | 263.68%-249.7pp | 478.82%-464.8pp |
| Employer contribution / active EE | $2,104 | $5,299-60.3% | $4,831-56.4% | $4,839-56.5% |
| Participant deferral / active EE | $4,481 | $7,751-42.2% | $7,353-39.1% | $6,342-29.4% |
| Admin fee / account holder | $4,085 | $12,559-67.5% | $10,802-62.2% | $12,315-66.8% |