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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 | $68,262 | $177,353-61.5% | $158,226-56.9% | $198,609-65.6% |
| Participation rate | 60.0% | 77.0%-17.0pp | 74.8%-14.8pp | 82.4%-22.4pp |
| Annual return | 14.55% | 599.50%-585.0pp | 501.41%-486.9pp | 202.70%-188.2pp |
| Employer contribution / active EE | $3,245 | $3,239+0.2% | $2,986+8.7% | $5,055-35.8% |
| Participant deferral / active EE | $4,707 | $4,615+2.0% | $4,317+9.0% | $6,977-32.5% |
| Admin fee / account holder | $4,519 | $10,960-58.8% | $10,217-55.8% | $19,030-76.3% |