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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 | $51,610 | $159,978-67.7% | $147,041-64.9% | $145,978-64.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.10% | 98.36%-83.3pp | 419.21%-404.1pp | 550.52%-535.4pp |
| Employer contribution / active EE | $3,391 | $5,288-35.9% | $4,935-31.3% | $4,662-27.3% |
| Participant deferral / active EE | $4,976 | $8,429-41.0% | $8,071-38.3% | $6,690-25.6% |
| Admin fee / account holder | $5,963 | $15,053-60.4% | $13,006-54.2% | $13,400-55.5% |