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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 | $118,517 | $176,105-32.7% | $159,474-25.7% | $167,536-29.3% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 15.66% | 331.91%-316.3pp | 263.68%-248.0pp | 478.82%-463.2pp |
| Employer contribution / active EE | $1,074 | $5,299-79.7% | $4,831-77.8% | $4,839-77.8% |
| Participant deferral / active EE | $2,940 | $7,751-62.1% | $7,353-60.0% | $6,342-53.6% |
| Admin fee / account holder | $792 | $12,559-93.7% | $10,802-92.7% | $12,315-93.6% |