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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 | $108,532 | $176,077-38.4% | $159,455-31.9% | $167,518-35.2% |
| Participation rate | 55.6% | 84.9%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 13.55% | 331.83%-318.3pp | 263.63%-250.1pp | 478.71%-465.2pp |
| Employer contribution / active EE | $3,029 | $5,298-42.8% | $4,830-37.3% | $4,838-37.4% |
| Participant deferral / active EE | $6,211 | $7,751-19.9% | $7,353-15.5% | $6,342-2.1% |
| Admin fee / account holder | $5,877 | $12,556-53.2% | $10,800-45.6% | $12,312-52.3% |