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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 | $73,692 | $176,105-58.2% | $159,474-53.8% | $167,536-56.0% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 13.66% | 331.91%-318.3pp | 263.68%-250.0pp | 478.82%-465.2pp |
| Employer contribution / active EE | $2,233 | $5,299-57.9% | $4,831-53.8% | $4,839-53.8% |
| Participant deferral / active EE | $8,667 | $7,751+11.8% | $7,353+17.9% | $6,342+36.6% |
| Admin fee / account holder | $309 | $12,559-97.5% | $10,802-97.1% | $12,315-97.5% |