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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 | $84,384 | $176,120-52.1% | $159,487-47.1% | $167,553-49.6% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 22.79% | 331.95%-309.2pp | 263.71%-240.9pp | 478.89%-456.1pp |
| Employer contribution / active EE | $1,857 | $5,299-65.0% | $4,831-61.6% | $4,840-61.6% |
| Participant deferral / active EE | $5,449 | $7,752-29.7% | $7,354-25.9% | $6,343-14.1% |
| Admin fee / account holder | $476 | $12,561-96.2% | $10,804-95.6% | $12,316-96.1% |