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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 | $65,870 | $160,070-58.8% | $147,117-55.2% | $145,897-54.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 20.01% | 98.69%-78.7pp | 420.54%-400.5pp | 552.29%-532.3pp |
| Employer contribution / active EE | $1,561 | $5,285-70.5% | $4,932-68.3% | $4,663-66.5% |
| Participant deferral / active EE | $17,824 | $8,419+111.7% | $8,065+121.0% | $6,689+166.5% |
| Admin fee / account holder | $32,334 | $15,035+115.1% | $12,993+148.9% | $13,390+141.5% |