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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 | $160,040-58.8% | $147,096-55.2% | $145,877-54.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 20.01% | 98.49%-78.5pp | 419.75%-399.7pp | 551.28%-531.3pp |
| Employer contribution / active EE | $1,561 | $5,289-70.5% | $4,936-68.4% | $4,663-66.5% |
| Participant deferral / active EE | $17,824 | $8,429+111.5% | $8,071+120.8% | $6,691+166.4% |
| Admin fee / account holder | $32,334 | $15,050+114.8% | $13,005+148.6% | $13,402+141.3% |