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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 | $74,815 | $176,077-57.5% | $159,455-53.1% | $167,518-55.3% |
| Participation rate | 43.8% | 84.9%-41.2pp | 82.8%-39.1pp | 82.1%-38.4pp |
| Annual return | 18.06% | 331.83%-313.8pp | 263.63%-245.6pp | 478.71%-460.6pp |
| Employer contribution / active EE | $2,240 | $5,298-57.7% | $4,830-53.6% | $4,838-53.7% |
| Participant deferral / active EE | $3,904 | $7,751-49.6% | $7,353-46.9% | $6,342-38.4% |
| Admin fee / account holder | $1,738 | $12,556-86.2% | $10,800-83.9% | $12,312-85.9% |