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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 | $82,226 | $176,120-53.3% | $159,487-48.4% | $167,553-50.9% |
| Participation rate | 37.5% | 85.0%-47.5pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 13.91% | 331.95%-318.0pp | 263.71%-249.8pp | 478.89%-465.0pp |
| Employer contribution / active EE | $2,550 | $5,299-51.9% | $4,831-47.2% | $4,840-47.3% |
| Participant deferral / active EE | $4,889 | $7,752-36.9% | $7,354-33.5% | $6,343-22.9% |
| Admin fee / account holder | $10,270 | $12,561-18.2% | $10,804-4.9% | $12,316-16.6% |