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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 | $34,945 | $159,934-78.2% | $147,005-76.2% | $145,959-76.1% |
| Participation rate | 52.4% | 84.0%-31.6pp | 82.2%-29.8pp | 80.3%-27.9pp |
| Annual return | 15.66% | 98.24%-82.6pp | 418.76%-403.1pp | 561.95%-546.3pp |
| Employer contribution / active EE | $2,176 | $5,287-58.9% | $4,934-55.9% | $4,661-53.3% |
| Participant deferral / active EE | $5,049 | $8,427-40.1% | $8,070-37.4% | $6,689-24.5% |
| Admin fee / account holder | $2,236 | $15,053-85.1% | $13,006-82.8% | $13,398-83.3% |