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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 | $70,016 | $176,105-60.2% | $159,474-56.1% | $167,536-58.2% |
| Participation rate | 62.5% | 85.0%-22.5pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 16.57% | 331.91%-315.3pp | 263.68%-247.1pp | 478.82%-462.2pp |
| Employer contribution / active EE | $3,333 | $5,299-37.1% | $4,831-31.0% | $4,839-31.1% |
| Participant deferral / active EE | $9,604 | $7,751+23.9% | $7,353+30.6% | $6,342+51.4% |
| Admin fee / account holder | $5,381 | $12,559-57.2% | $10,802-50.2% | $12,315-56.3% |