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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 | $30,125 | $160,070-81.2% | $147,117-79.5% | $145,897-79.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.67% | 98.69%-89.0pp | 420.54%-410.9pp | 552.29%-542.6pp |
| Employer contribution / active EE | $1,502 | $5,285-71.6% | $4,932-69.6% | $4,663-67.8% |
| Participant deferral / active EE | $5,518 | $8,419-34.5% | $8,065-31.6% | $6,689-17.5% |
| Admin fee / account holder | $2,903 | $15,035-80.7% | $12,993-77.7% | $13,390-78.3% |