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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 | $79,055 | $176,077-55.1% | $159,455-50.4% | $167,518-52.8% |
| Participation rate | 45.5% | 84.9%-39.5pp | 82.8%-37.4pp | 82.1%-36.7pp |
| Annual return | 30.98% | 331.83%-300.9pp | 263.63%-232.7pp | 478.71%-447.7pp |
| Employer contribution / active EE | $1,756 | $5,298-66.9% | $4,830-63.6% | $4,838-63.7% |
| Participant deferral / active EE | $4,207 | $7,751-45.7% | $7,353-42.8% | $6,342-33.7% |
| Admin fee / account holder | $3,245 | $12,556-74.2% | $10,800-70.0% | $12,312-73.6% |