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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 | $54,622 | $176,105-69.0% | $159,474-65.7% | $167,536-67.4% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 16.50% | 331.91%-315.4pp | 263.68%-247.2pp | 478.82%-462.3pp |
| Employer contribution / active EE | $1,776 | $5,299-66.5% | $4,831-63.2% | $4,839-63.3% |
| Participant deferral / active EE | $5,477 | $7,751-29.3% | $7,353-25.5% | $6,342-13.6% |
| Admin fee / account holder | $1,793 | $12,559-85.7% | $10,802-83.4% | $12,315-85.4% |