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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 | $116,563 | $160,028-27.2% | $147,080-20.7% | $145,884-20.1% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 85.17% | 98.60%-13.4pp | 420.17%-335.0pp | 551.85%-466.7pp |
| Employer contribution / active EE | $1,510 | $5,286-71.4% | $4,933-69.4% | $4,662-67.6% |
| Participant deferral / active EE | $5,648 | $8,422-32.9% | $8,066-30.0% | $6,690-15.6% |
| Admin fee / account holder | $39,845 | $15,030+165.1% | $12,989+206.8% | $13,392+197.5% |