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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 | $135,451 | $176,105-23.1% | $159,474-15.1% | $167,536-19.2% |
| Participation rate | 44.4% | 85.0%-40.5pp | 82.8%-38.4pp | 82.1%-37.7pp |
| Annual return | 13.14% | 331.91%-318.8pp | 263.68%-250.5pp | 478.82%-465.7pp |
| Employer contribution / active EE | $1,768 | $5,299-66.6% | $4,831-63.4% | $4,839-63.5% |
| Participant deferral / active EE | $3,994 | $7,751-48.5% | $7,353-45.7% | $6,342-37.0% |
| Admin fee / account holder | $20,386 | $12,559+62.3% | $10,802+88.7% | $12,315+65.5% |