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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 | $45,608 | $176,077-74.1% | $159,455-71.4% | $167,518-72.8% |
| Participation rate | 54.5% | 84.9%-30.4pp | 82.8%-28.3pp | 82.1%-27.6pp |
| Annual return | 15.91% | 331.83%-315.9pp | 263.63%-247.7pp | 478.71%-462.8pp |
| Employer contribution / active EE | $2,564 | $5,298-51.6% | $4,830-46.9% | $4,838-47.0% |
| Participant deferral / active EE | $4,838 | $7,751-37.6% | $7,353-34.2% | $6,342-23.7% |
| Admin fee / account holder | $8,057 | $12,556-35.8% | $10,800-25.4% | $12,312-34.6% |