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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 | $81,727 | $176,105-53.6% | $159,474-48.8% | $167,536-51.2% |
| Participation rate | 63.6% | 85.0%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 14.41% | 331.91%-317.5pp | 263.68%-249.3pp | 478.82%-464.4pp |
| Employer contribution / active EE | $2,365 | $5,299-55.4% | $4,831-51.0% | $4,839-51.1% |
| Participant deferral / active EE | $7,846 | $7,751+1.2% | $7,353+6.7% | $6,342+23.7% |
| Admin fee / account holder | $3,878 | $12,559-69.1% | $10,802-64.1% | $12,315-68.5% |