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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 | $59,209 | $176,077-66.4% | $159,455-62.9% | $167,518-64.7% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 26.15% | 331.83%-305.7pp | 263.63%-237.5pp | 478.71%-452.6pp |
| Employer contribution / active EE | $1,766 | $5,298-66.7% | $4,830-63.4% | $4,838-63.5% |
| Participant deferral / active EE | $10,839 | $7,751+39.8% | $7,353+47.4% | $6,342+70.9% |
| Admin fee / account holder | $1,097 | $12,556-91.3% | $10,800-89.8% | $12,312-91.1% |