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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 | $77,881 | $176,105-55.8% | $159,474-51.2% | $167,536-53.5% |
| Participation rate | 62.5% | 85.0%-22.5pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 10.49% | 331.91%-321.4pp | 263.68%-253.2pp | 478.82%-468.3pp |
| Employer contribution / active EE | $2,644 | $5,299-50.1% | $4,831-45.3% | $4,839-45.4% |
| Participant deferral / active EE | $9,718 | $7,751+25.4% | $7,353+32.2% | $6,342+53.2% |
| Admin fee / account holder | $24,505 | $12,559+95.1% | $10,802+126.9% | $12,315+99.0% |