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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 | $72,724 | $160,070-54.6% | $147,117-50.6% | $145,897-50.2% |
| Participation rate | 47.4% | 84.0%-36.7pp | 82.2%-34.8pp | 80.3%-32.9pp |
| Annual return | 26.31% | 98.69%-72.4pp | 420.54%-394.2pp | 552.29%-526.0pp |
| Employer contribution / active EE | $1,269 | $5,285-76.0% | $4,932-74.3% | $4,663-72.8% |
| Participant deferral / active EE | $6,673 | $8,419-20.7% | $8,065-17.3% | $6,689-0.2% |
| Admin fee / account holder | $5,584 | $15,035-62.9% | $12,993-57.0% | $13,390-58.3% |