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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 | $87,208 | $176,077-50.5% | $159,455-45.3% | $167,518-47.9% |
| Participation rate | 69.2% | 84.9%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 16.12% | 331.83%-315.7pp | 263.63%-247.5pp | 478.71%-462.6pp |
| Employer contribution / active EE | $2,464 | $5,298-53.5% | $4,830-49.0% | $4,838-49.1% |
| Participant deferral / active EE | $6,327 | $7,751-18.4% | $7,353-14.0% | $6,342-0.2% |
| Admin fee / account holder | $1,535 | $12,556-87.8% | $10,800-85.8% | $12,312-87.5% |