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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 | $101,906 | $176,077-42.1% | $159,455-36.1% | $167,518-39.2% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 13.83% | 331.83%-318.0pp | 263.63%-249.8pp | 478.71%-464.9pp |
| Employer contribution / active EE | $1,490 | $5,298-71.9% | $4,830-69.1% | $4,838-69.2% |
| Participant deferral / active EE | $4,185 | $7,751-46.0% | $7,353-43.1% | $6,342-34.0% |
| Admin fee / account holder | $1,174 | $12,556-90.7% | $10,800-89.1% | $12,312-90.5% |