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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 | $58,305 | $160,070-63.6% | $147,117-60.4% | $145,897-60.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 13.75% | 98.69%-84.9pp | 420.54%-406.8pp | 552.29%-538.5pp |
| Employer contribution / active EE | $2,236 | $5,285-57.7% | $4,932-54.7% | $4,663-52.0% |
| Participant deferral / active EE | $2,710 | $8,419-67.8% | $8,065-66.4% | $6,689-59.5% |
| Admin fee / account holder | $12,530 | $15,035-16.7% | $12,993-3.6% | $13,390-6.4% |