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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 | $125,225 | $176,071-28.9% | $159,450-21.5% | $167,497-25.2% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 12.64% | 331.79%-319.1pp | 263.60%-251.0pp | 478.62%-466.0pp |
| Employer contribution / active EE | $3,404 | $5,298-35.7% | $4,830-29.5% | $4,838-29.6% |
| Participant deferral / active EE | $10,423 | $7,750+34.5% | $7,352+41.8% | $6,341+64.4% |
| Admin fee / account holder | $11,733 | $12,555-6.6% | $10,800+8.6% | $12,310-4.7% |