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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 | $49,369 | $160,070-69.2% | $147,117-66.4% | $145,897-66.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 14.47% | 98.69%-84.2pp | 420.54%-406.1pp | 552.29%-537.8pp |
| Employer contribution / active EE | $2,495 | $5,285-52.8% | $4,932-49.4% | $4,663-46.5% |
| Participant deferral / active EE | $3,053 | $8,419-63.7% | $8,065-62.1% | $6,689-54.4% |
| Admin fee / account holder | $1,112 | $15,035-92.6% | $12,993-91.4% | $13,390-91.7% |