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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 | $75,317 | $176,077-57.2% | $159,455-52.8% | $167,518-55.0% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 29.38% | 331.83%-302.5pp | 263.63%-234.2pp | 478.71%-449.3pp |
| Employer contribution / active EE | $2,435 | $5,298-54.0% | $4,830-49.6% | $4,838-49.7% |
| Participant deferral / active EE | $5,743 | $7,751-25.9% | $7,353-21.9% | $6,342-9.4% |
| Admin fee / account holder | $398 | $12,556-96.8% | $10,800-96.3% | $12,312-96.8% |