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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 | $122,570 | $176,077-30.4% | $159,455-23.1% | $167,518-26.8% |
| Participation rate | 62.5% | 84.9%-22.4pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 10.12% | 331.83%-321.7pp | 263.63%-253.5pp | 478.71%-468.6pp |
| Employer contribution / active EE | $1,627 | $5,298-69.3% | $4,830-66.3% | $4,838-66.4% |
| Participant deferral / active EE | $7,916 | $7,751+2.1% | $7,353+7.7% | $6,342+24.8% |
| Admin fee / account holder | $512 | $12,556-95.9% | $10,800-95.3% | $12,312-95.8% |