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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 | $56,494 | $160,070-64.7% | $147,117-61.6% | $145,897-61.3% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 12.44% | 98.69%-86.2pp | 420.54%-408.1pp | 552.29%-539.8pp |
| Employer contribution / active EE | $2,568 | $5,285-51.4% | $4,932-47.9% | $4,663-44.9% |
| Participant deferral / active EE | $3,921 | $8,419-53.4% | $8,065-51.4% | $6,689-41.4% |
| Admin fee / account holder | $763 | $15,035-94.9% | $12,993-94.1% | $13,390-94.3% |