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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 | $94,462 | $176,077-46.4% | $159,455-40.8% | $167,518-43.6% |
| Participation rate | 64.7% | 84.9%-20.2pp | 82.8%-18.1pp | 82.1%-17.4pp |
| Annual return | 13.28% | 331.83%-318.6pp | 263.63%-250.3pp | 478.71%-465.4pp |
| Employer contribution / active EE | $1,580 | $5,298-70.2% | $4,830-67.3% | $4,838-67.3% |
| Participant deferral / active EE | $3,284 | $7,751-57.6% | $7,353-55.3% | $6,342-48.2% |
| Admin fee / account holder | $4,735 | $12,556-62.3% | $10,800-56.2% | $12,312-61.5% |