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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 | $47,735 | $160,070-70.2% | $147,117-67.6% | $145,897-67.3% |
| Participation rate | 46.7% | 84.0%-37.4pp | 82.2%-35.5pp | 80.3%-33.6pp |
| Annual return | 34.46% | 98.69%-64.2pp | 420.54%-386.1pp | 552.29%-517.8pp |
| Employer contribution / active EE | $2,238 | $5,285-57.6% | $4,932-54.6% | $4,663-52.0% |
| Participant deferral / active EE | $5,227 | $8,419-37.9% | $8,065-35.2% | $6,689-21.9% |
| Admin fee / account holder | $3,253 | $15,035-78.4% | $12,993-75.0% | $13,390-75.7% |