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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 | $72,496 | $176,105-58.8% | $159,474-54.5% | $167,536-56.7% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 16.56% | 331.91%-315.4pp | 263.68%-247.1pp | 478.82%-462.3pp |
| Employer contribution / active EE | $3,442 | $5,299-35.1% | $4,831-28.8% | $4,839-28.9% |
| Participant deferral / active EE | $5,100 | $7,751-34.2% | $7,353-30.6% | $6,342-19.6% |
| Admin fee / account holder | $383 | $12,559-97.0% | $10,802-96.5% | $12,315-96.9% |