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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 | $69,688 | $160,040-56.5% | $147,096-52.6% | $145,877-52.2% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 84.41% | 98.49%-14.1pp | 419.75%-335.3pp | 551.28%-466.9pp |
| Employer contribution / active EE | $1,563 | $5,289-70.5% | $4,936-68.3% | $4,663-66.5% |
| Participant deferral / active EE | $6,060 | $8,429-28.1% | $8,071-24.9% | $6,691-9.4% |
| Admin fee / account holder | $31,377 | $15,050+108.5% | $13,005+141.3% | $13,402+134.1% |