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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 | $98,270 | $176,120-44.2% | $159,487-38.4% | $167,553-41.3% |
| Participation rate | 64.7% | 85.0%-20.2pp | 82.8%-18.1pp | 82.1%-17.4pp |
| Annual return | 13.70% | 331.95%-318.2pp | 263.71%-250.0pp | 478.89%-465.2pp |
| Employer contribution / active EE | $1,842 | $5,299-65.2% | $4,831-61.9% | $4,840-61.9% |
| Participant deferral / active EE | $5,410 | $7,752-30.2% | $7,354-26.4% | $6,343-14.7% |
| Admin fee / account holder | $2,596 | $12,561-79.3% | $10,804-76.0% | $12,316-78.9% |