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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 | $104,143 | $114,073-8.7% | $96,161+8.3% | $167,518-37.8% |
| Participation rate | 52.9% | 75.1%-22.1pp | 68.4%-15.5pp | 82.1%-29.2pp |
| Annual return | 15.83% | 189.95%-174.1pp | 192.01%-176.2pp | 478.71%-462.9pp |
| Employer contribution / active EE | $1,374 | $3,428-59.9% | $2,798-50.9% | $4,838-71.6% |
| Participant deferral / active EE | $3,598 | $5,195-30.7% | $4,349-17.3% | $6,342-43.3% |
| Admin fee / account holder | $2,475 | $6,899-64.1% | $5,538-55.3% | $12,312-79.9% |