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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 | $116,289 | $176,077-34.0% | $159,455-27.1% | $167,518-30.6% |
| Participation rate | 61.5% | 84.9%-23.4pp | 82.8%-21.3pp | 82.1%-20.6pp |
| Annual return | 19.27% | 331.83%-312.6pp | 263.63%-244.4pp | 478.71%-459.4pp |
| Employer contribution / active EE | $2,028 | $5,298-61.7% | $4,830-58.0% | $4,838-58.1% |
| Participant deferral / active EE | $5,931 | $7,751-23.5% | $7,353-19.3% | $6,342-6.5% |
| Admin fee / account holder | $762 | $12,556-93.9% | $10,800-92.9% | $12,312-93.8% |