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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 | $90,057 | $176,120-48.9% | $159,487-43.5% | $167,553-46.3% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 15.81% | 331.95%-316.1pp | 263.71%-247.9pp | 478.89%-463.1pp |
| Employer contribution / active EE | $4,100 | $5,299-22.6% | $4,831-15.1% | $4,840-15.3% |
| Participant deferral / active EE | $5,100 | $7,752-34.2% | $7,354-30.6% | $6,343-19.6% |
| Admin fee / account holder | $4,372 | $12,561-65.2% | $10,804-59.5% | $12,316-64.5% |