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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 | $119,159 | $176,120-32.3% | $159,487-25.3% | $167,553-28.9% |
| Participation rate | 46.7% | 85.0%-38.3pp | 82.8%-36.2pp | 82.1%-35.4pp |
| Annual return | 12.71% | 331.95%-319.2pp | 263.71%-251.0pp | 478.89%-466.2pp |
| Employer contribution / active EE | $1,571 | $5,299-70.3% | $4,831-67.5% | $4,840-67.5% |
| Participant deferral / active EE | $3,324 | $7,752-57.1% | $7,354-54.8% | $6,343-47.6% |
| Admin fee / account holder | $9,456 | $12,561-24.7% | $10,804-12.5% | $12,316-23.2% |