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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 | $52,286 | $176,077-70.3% | $159,455-67.2% | $167,518-68.8% |
| Participation rate | 61.5% | 84.9%-23.4pp | 82.8%-21.3pp | 82.1%-20.6pp |
| Annual return | 12.47% | 331.83%-319.4pp | 263.63%-251.2pp | 478.71%-466.2pp |
| Employer contribution / active EE | $2,182 | $5,298-58.8% | $4,830-54.8% | $4,838-54.9% |
| Participant deferral / active EE | $5,564 | $7,751-28.2% | $7,353-24.3% | $6,342-12.3% |
| Admin fee / account holder | $1,163 | $12,556-90.7% | $10,800-89.2% | $12,312-90.6% |