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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 | $80,633 | $183,988-56.2% | $162,177-50.3% | $152,897-47.3% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 14.18% | 150.79%-136.6pp | 115.60%-101.4pp | 345.43%-331.2pp |
| Employer contribution / active EE | $2,981 | $6,370-53.2% | $5,613-46.9% | $4,764-37.4% |
| Participant deferral / active EE | $9,116 | $8,032+13.5% | $7,297+24.9% | $5,851+55.8% |
| Admin fee / account holder | $4,461 | $13,123-66.0% | $10,843-58.9% | $11,599-61.5% |