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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 | $63,887 | $176,077-63.7% | $159,455-59.9% | $167,518-61.9% |
| Participation rate | 61.1% | 84.9%-23.8pp | 82.8%-21.7pp | 82.1%-21.0pp |
| Annual return | 21.82% | 331.83%-310.0pp | 263.63%-241.8pp | 478.71%-456.9pp |
| Employer contribution / active EE | $5,210 | $5,298-1.7% | $4,830+7.9% | $4,838+7.7% |
| Participant deferral / active EE | $6,621 | $7,751-14.6% | $7,353-10.0% | $6,342+4.4% |
| Admin fee / account holder | $6,262 | $12,556-50.1% | $10,800-42.0% | $12,312-49.1% |