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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 | $29,604 | $176,120-83.2% | $159,487-81.4% | $167,553-82.3% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 14.51% | 331.95%-317.4pp | 263.71%-249.2pp | 478.89%-464.4pp |
| Employer contribution / active EE | $4,655 | $5,299-12.2% | $4,831-3.7% | $4,840-3.8% |
| Participant deferral / active EE | $7,571 | $7,752-2.3% | $7,354+3.0% | $6,343+19.4% |
| Admin fee / account holder | $9,847 | $12,561-21.6% | $10,804-8.9% | $12,316-20.0% |