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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 | $79,544 | $176,105-54.8% | $159,474-50.1% | $167,536-52.5% |
| Participation rate | 60.9% | 85.0%-24.1pp | 82.8%-22.0pp | 82.1%-21.2pp |
| Annual return | 14.18% | 331.91%-317.7pp | 263.68%-249.5pp | 478.82%-464.6pp |
| Employer contribution / active EE | $3,200 | $5,299-39.6% | $4,831-33.8% | $4,839-33.9% |
| Participant deferral / active EE | $7,503 | $7,751-3.2% | $7,353+2.0% | $6,342+18.3% |
| Admin fee / account holder | $3,000 | $12,559-76.1% | $10,802-72.2% | $12,315-75.6% |