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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 | $57,677 | $176,077-67.2% | $159,455-63.8% | $167,518-65.6% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 15.04% | 331.83%-316.8pp | 263.63%-248.6pp | 478.71%-463.7pp |
| Employer contribution / active EE | $2,685 | $5,298-49.3% | $4,830-44.4% | $4,838-44.5% |
| Participant deferral / active EE | $8,399 | $7,751+8.4% | $7,353+14.2% | $6,342+32.4% |
| Admin fee / account holder | $2,164 | $12,556-82.8% | $10,800-80.0% | $12,312-82.4% |