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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 | $57,736 | $176,105-67.2% | $159,474-63.8% | $167,536-65.5% |
| Participation rate | 56.3% | 85.0%-28.7pp | 82.8%-26.6pp | 82.1%-25.9pp |
| Annual return | 13.68% | 331.91%-318.2pp | 263.68%-250.0pp | 478.82%-465.1pp |
| Employer contribution / active EE | $1,697 | $5,299-68.0% | $4,831-64.9% | $4,839-64.9% |
| Participant deferral / active EE | $4,099 | $7,751-47.1% | $7,353-44.3% | $6,342-35.4% |
| Admin fee / account holder | $628 | $12,559-95.0% | $10,802-94.2% | $12,315-94.9% |