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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 | $42,201 | $160,070-73.6% | $147,117-71.3% | $145,897-71.1% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 15.06% | 98.69%-83.6pp | 420.54%-405.5pp | 552.29%-537.2pp |
| Employer contribution / active EE | $3,103 | $5,285-41.3% | $4,932-37.1% | $4,663-33.5% |
| Participant deferral / active EE | $5,999 | $8,419-28.7% | $8,065-25.6% | $6,689-10.3% |
| Admin fee / account holder | $9,324 | $15,035-38.0% | $12,993-28.2% | $13,390-30.4% |