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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 | $35,918 | $160,070-77.6% | $147,117-75.6% | $145,897-75.4% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 12.06% | 98.69%-86.6pp | 420.54%-408.5pp | 552.29%-540.2pp |
| Employer contribution / active EE | $2,645 | $5,285-49.9% | $4,932-46.4% | $4,663-43.3% |
| Participant deferral / active EE | $4,553 | $8,419-45.9% | $8,065-43.5% | $6,689-31.9% |
| Admin fee / account holder | $22,769 | $15,035+51.4% | $12,993+75.2% | $13,390+70.0% |