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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 | $70,591 | $176,105-59.9% | $159,474-55.7% | $167,536-57.9% |
| Participation rate | 68.4% | 85.0%-16.5pp | 82.8%-14.4pp | 82.1%-13.7pp |
| Annual return | 9.96% | 331.91%-321.9pp | 263.68%-253.7pp | 478.82%-468.9pp |
| Employer contribution / active EE | $2,708 | $5,299-48.9% | $4,831-43.9% | $4,839-44.0% |
| Participant deferral / active EE | $5,286 | $7,751-31.8% | $7,353-28.1% | $6,342-16.7% |
| Admin fee / account holder | $2,217 | $12,559-82.3% | $10,802-79.5% | $12,315-82.0% |