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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 | $68,121 | $176,105-61.3% | $159,474-57.3% | $167,536-59.3% |
| Participation rate | 53.3% | 85.0%-31.6pp | 82.8%-29.5pp | 82.1%-28.8pp |
| Annual return | 33.10% | 331.91%-298.8pp | 263.68%-230.6pp | 478.82%-445.7pp |
| Employer contribution / active EE | $1,269 | $5,299-76.1% | $4,831-73.7% | $4,839-73.8% |
| Participant deferral / active EE | $3,398 | $7,751-56.2% | $7,353-53.8% | $6,342-46.4% |
| Admin fee / account holder | $2,012 | $12,559-84.0% | $10,802-81.4% | $12,315-83.7% |