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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 | $23,813 | $176,077-86.5% | $159,455-85.1% | $167,518-85.8% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 44.40% | 331.83%-287.4pp | 263.63%-219.2pp | 478.71%-434.3pp |
| Employer contribution / active EE | $3,603 | $5,298-32.0% | $4,830-25.4% | $4,838-25.5% |
| Participant deferral / active EE | $4,992 | $7,751-35.6% | $7,353-32.1% | $6,342-21.3% |
| Admin fee / account holder | $1,199 | $12,556-90.5% | $10,800-88.9% | $12,312-90.3% |