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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 | $66,469 | $160,070-58.5% | $147,117-54.8% | $145,897-54.4% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 11.80% | 98.69%-86.9pp | 420.54%-408.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,525 | $5,285-52.2% | $4,932-48.8% | $4,663-45.8% |
| Participant deferral / active EE | $2,843 | $8,419-66.2% | $8,065-64.7% | $6,689-57.5% |
| Admin fee / account holder | $4,484 | $15,035-70.2% | $12,993-65.5% | $13,390-66.5% |