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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 | $35,173 | $176,105-80.0% | $159,474-77.9% | $167,536-79.0% |
| Participation rate | 56.5% | 85.0%-28.4pp | 82.8%-26.3pp | 82.1%-25.6pp |
| Annual return | 10.71% | 331.91%-321.2pp | 263.68%-253.0pp | 478.82%-468.1pp |
| Employer contribution / active EE | $4,524 | $5,299-14.6% | $4,831-6.4% | $4,839-6.5% |
| Participant deferral / active EE | $3,748 | $7,751-51.6% | $7,353-49.0% | $6,342-40.9% |
| Admin fee / account holder | $1,097 | $12,559-91.3% | $10,802-89.8% | $12,315-91.1% |