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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 | $37,122 | $160,070-76.8% | $147,117-74.8% | $145,897-74.6% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 15.92% | 98.69%-82.8pp | 420.54%-404.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $2,624 | $5,285-50.3% | $4,932-46.8% | $4,663-43.7% |
| Participant deferral / active EE | $4,469 | $8,419-46.9% | $8,065-44.6% | $6,689-33.2% |
| Admin fee / account holder | $4,618 | $15,035-69.3% | $12,993-64.5% | $13,390-65.5% |