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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 | $160,070-78.2% | $147,117-76.2% | $145,897-76.0% |
| Participation rate | 52.4% | 84.0%-31.6pp | 82.2%-29.8pp | 80.3%-27.9pp |
| Annual return | 15.66% | 98.69%-83.0pp | 420.54%-404.9pp | 552.29%-536.6pp |
| Employer contribution / active EE | $2,176 | $5,285-58.8% | $4,932-55.9% | $4,663-53.3% |
| Participant deferral / active EE | $5,049 | $8,419-40.0% | $8,065-37.4% | $6,689-24.5% |
| Admin fee / account holder | $2,236 | $15,035-85.1% | $12,993-82.8% | $13,390-83.3% |