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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 | $117,264 | $144,130-18.6% | $117,861-0.5% | $147,586-20.5% |
| Participation rate | 33.3% | 83.4%-50.1pp | 79.7%-46.3pp | 82.8%-49.5pp |
| Annual return | 18.07% | 531.20%-513.1pp | 335.11%-317.0pp | 578.59%-560.5pp |
| Employer contribution / active EE | $1,580 | $4,897-67.7% | $3,786-58.3% | $4,876-67.6% |
| Participant deferral / active EE | $3,301 | $5,316-37.9% | $4,482-26.4% | $5,439-39.3% |
| Admin fee / account holder | $1,219 | $10,887-88.8% | $8,021-84.8% | $10,886-88.8% |