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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 | $66,715 | $176,120-62.1% | $159,487-58.2% | $167,553-60.2% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 20.92% | 331.95%-311.0pp | 263.71%-242.8pp | 478.89%-458.0pp |
| Employer contribution / active EE | $3,359 | $5,299-36.6% | $4,831-30.5% | $4,840-30.6% |
| Participant deferral / active EE | $7,579 | $7,752-2.2% | $7,354+3.1% | $6,343+19.5% |
| Admin fee / account holder | $11,684 | $12,561-7.0% | $10,804+8.1% | $12,316-5.1% |