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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 | $31,072 | $176,105-82.4% | $159,474-80.5% | $167,536-81.5% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 14.72% | 331.91%-317.2pp | 263.68%-249.0pp | 478.82%-464.1pp |
| Employer contribution / active EE | $3,493 | $5,299-34.1% | $4,831-27.7% | $4,839-27.8% |
| Participant deferral / active EE | $7,036 | $7,751-9.2% | $7,353-4.3% | $6,342+10.9% |
| Admin fee / account holder | $4,379 | $12,559-65.1% | $10,802-59.5% | $12,315-64.4% |