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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 | $61,193 | $217,432-71.9% | $185,849-67.1% | $167,536-63.5% |
| Participation rate | 33.3% | 86.1%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 10.67% | 148.42%-137.7pp | 122.10%-111.4pp | 478.82%-468.1pp |
| Employer contribution / active EE | $5,132 | $5,875-12.6% | $5,169-0.7% | $4,839+6.0% |
| Participant deferral / active EE | $20,772 | $6,357+226.7% | $5,569+273.0% | $6,342+227.5% |
| Admin fee / account holder | $9,820 | $19,818-50.5% | $16,244-39.5% | $12,315-20.3% |