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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 | $69,974 | $183,988-62.0% | $162,177-56.9% | $152,897-54.2% |
| Participation rate | 55.6% | 88.5%-32.9pp | 87.6%-32.0pp | 82.5%-26.9pp |
| Annual return | 18.78% | 150.79%-132.0pp | 115.60%-96.8pp | 345.43%-326.6pp |
| Employer contribution / active EE | $2,419 | $6,370-62.0% | $5,613-56.9% | $4,764-49.2% |
| Participant deferral / active EE | $4,271 | $8,032-46.8% | $7,297-41.5% | $5,851-27.0% |
| Admin fee / account holder | $13,847 | $13,123+5.5% | $10,843+27.7% | $11,599+19.4% |