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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 | $101,157 | $176,105-42.6% | $159,474-36.6% | $167,536-39.6% |
| Participation rate | 54.5% | 85.0%-30.4pp | 82.8%-28.3pp | 82.1%-27.6pp |
| Annual return | 16.89% | 331.91%-315.0pp | 263.68%-246.8pp | 478.82%-461.9pp |
| Employer contribution / active EE | $3,296 | $5,299-37.8% | $4,831-31.8% | $4,839-31.9% |
| Participant deferral / active EE | $5,933 | $7,751-23.5% | $7,353-19.3% | $6,342-6.5% |
| Admin fee / account holder | $495 | $12,559-96.1% | $10,802-95.4% | $12,315-96.0% |