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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 | $96,747 | $176,105-45.1% | $159,474-39.3% | $167,536-42.3% |
| Participation rate | 53.8% | 85.0%-31.1pp | 82.8%-29.0pp | 82.1%-28.3pp |
| Annual return | 13.42% | 331.91%-318.5pp | 263.68%-250.3pp | 478.82%-465.4pp |
| Employer contribution / active EE | $1,474 | $5,299-72.2% | $4,831-69.5% | $4,839-69.5% |
| Participant deferral / active EE | $3,179 | $7,751-59.0% | $7,353-56.8% | $6,342-49.9% |
| Admin fee / account holder | $1,125 | $12,559-91.0% | $10,802-89.6% | $12,315-90.9% |