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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 | $70,393 | $176,077-60.0% | $159,455-55.9% | $167,518-58.0% |
| Participation rate | 52.9% | 84.9%-32.0pp | 82.8%-29.9pp | 82.1%-29.2pp |
| Annual return | 16.04% | 331.83%-315.8pp | 263.63%-247.6pp | 478.71%-462.7pp |
| Employer contribution / active EE | $2,311 | $5,298-56.4% | $4,830-52.1% | $4,838-52.2% |
| Participant deferral / active EE | $3,920 | $7,751-49.4% | $7,353-46.7% | $6,342-38.2% |
| Admin fee / account holder | $9,695 | $12,556-22.8% | $10,800-10.2% | $12,312-21.3% |