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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 | $27,369 | $160,070-82.9% | $147,117-81.4% | $145,897-81.2% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 10.24% | 98.69%-88.4pp | 420.54%-410.3pp | 552.29%-542.0pp |
| Employer contribution / active EE | $3,023 | $5,285-42.8% | $4,932-38.7% | $4,663-35.2% |
| Participant deferral / active EE | $6,810 | $8,419-19.1% | $8,065-15.6% | $6,689+1.8% |
| Admin fee / account holder | $3,678 | $15,035-75.5% | $12,993-71.7% | $13,390-72.5% |