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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 | $45,637 | $176,105-74.1% | $159,474-71.4% | $167,536-72.8% |
| Participation rate | 68.8% | 85.0%-16.2pp | 82.8%-14.1pp | 82.1%-13.4pp |
| Annual return | 15.30% | 331.91%-316.6pp | 263.68%-248.4pp | 478.82%-463.5pp |
| Employer contribution / active EE | $1,187 | $5,299-77.6% | $4,831-75.4% | $4,839-75.5% |
| Participant deferral / active EE | $5,956 | $7,751-23.2% | $7,353-19.0% | $6,342-6.1% |
| Admin fee / account holder | $2,909 | $12,559-76.8% | $10,802-73.1% | $12,315-76.4% |