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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 | $92,351 | $176,105-47.6% | $159,474-42.1% | $167,536-44.9% |
| Participation rate | 63.6% | 85.0%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 16.43% | 331.91%-315.5pp | 263.68%-247.2pp | 478.82%-462.4pp |
| Employer contribution / active EE | $2,284 | $5,299-56.9% | $4,831-52.7% | $4,839-52.8% |
| Participant deferral / active EE | $4,749 | $7,751-38.7% | $7,353-35.4% | $6,342-25.1% |
| Admin fee / account holder | $719 | $12,559-94.3% | $10,802-93.3% | $12,315-94.2% |