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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 | $83,419 | $183,988-54.7% | $162,177-48.6% | $152,897-45.4% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 23.94% | 150.79%-126.8pp | 115.60%-91.7pp | 345.43%-321.5pp |
| Employer contribution / active EE | $3,510 | $6,370-44.9% | $5,613-37.5% | $4,764-26.3% |
| Participant deferral / active EE | $11,464 | $8,032+42.7% | $7,297+57.1% | $5,851+95.9% |
| Admin fee / account holder | $11,735 | $13,123-10.6% | $10,843+8.2% | $11,599+1.2% |