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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 | $113,234 | $177,353-36.2% | $158,226-28.4% | $198,609-43.0% |
| Participation rate | 52.6% | 77.0%-24.4pp | 74.8%-22.2pp | 82.4%-29.7pp |
| Annual return | 15.11% | 599.50%-584.4pp | 501.41%-486.3pp | 202.70%-187.6pp |
| Employer contribution / active EE | $5,012 | $3,239+54.8% | $2,986+67.9% | $5,055-0.9% |
| Participant deferral / active EE | $5,915 | $4,615+28.2% | $4,317+37.0% | $6,977-15.2% |
| Admin fee / account holder | $1,907 | $10,960-82.6% | $10,217-81.3% | $19,030-90.0% |