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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 | $160,040-69.2% | $147,096-66.4% | $145,877-66.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 14.47% | 98.49%-84.0pp | 419.75%-405.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $2,495 | $5,289-52.8% | $4,936-49.5% | $4,663-46.5% |
| Participant deferral / active EE | $3,053 | $8,429-63.8% | $8,071-62.2% | $6,691-54.4% |
| Admin fee / account holder | $1,112 | $15,050-92.6% | $13,005-91.4% | $13,402-91.7% |