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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 | $90,518 | $176,077-48.6% | $159,455-43.2% | $167,518-46.0% |
| Participation rate | 64.3% | 84.9%-20.7pp | 82.8%-18.5pp | 82.1%-17.8pp |
| Annual return | 12.89% | 331.83%-318.9pp | 263.63%-250.7pp | 478.71%-465.8pp |
| Employer contribution / active EE | $2,145 | $5,298-59.5% | $4,830-55.6% | $4,838-55.7% |
| Participant deferral / active EE | $6,748 | $7,751-12.9% | $7,353-8.2% | $6,342+6.4% |
| Admin fee / account holder | $619 | $12,556-95.1% | $10,800-94.3% | $12,312-95.0% |