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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 | $82,571 | $160,040-48.4% | $147,096-43.9% | $145,877-43.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 39.54% | 98.49%-59.0pp | 419.75%-380.2pp | 551.28%-511.7pp |
| Employer contribution / active EE | $3,045 | $5,289-42.4% | $4,936-38.3% | $4,663-34.7% |
| Participant deferral / active EE | $6,688 | $8,429-20.7% | $8,071-17.1% | $6,6910% |
| Admin fee / account holder | $1,645 | $15,050-89.1% | $13,005-87.3% | $13,402-87.7% |