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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 | $64,219 | $160,028-59.9% | $147,080-56.3% | $145,884-56.0% |
| Participation rate | 52.4% | 84.0%-31.6pp | 82.2%-29.8pp | 80.3%-27.9pp |
| Annual return | 10.38% | 98.60%-88.2pp | 420.17%-409.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $2,237 | $5,286-57.7% | $4,933-54.6% | $4,662-52.0% |
| Participant deferral / active EE | $4,794 | $8,422-43.1% | $8,066-40.6% | $6,690-28.3% |
| Admin fee / account holder | $8,854 | $15,030-41.1% | $12,989-31.8% | $13,392-33.9% |