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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 | $117,697 | $176,105-33.2% | $159,474-26.2% | $167,536-29.7% |
| Participation rate | 54.5% | 85.0%-30.4pp | 82.8%-28.3pp | 82.1%-27.6pp |
| Annual return | 16.21% | 331.91%-315.7pp | 263.68%-247.5pp | 478.82%-462.6pp |
| Employer contribution / active EE | $1,579 | $5,299-70.2% | $4,831-67.3% | $4,839-67.4% |
| Participant deferral / active EE | $5,594 | $7,751-27.8% | $7,353-23.9% | $6,342-11.8% |
| Admin fee / account holder | $1,314 | $12,559-89.5% | $10,802-87.8% | $12,315-89.3% |