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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 | $63,088 | $160,070-60.6% | $147,117-57.1% | $145,897-56.8% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 13.28% | 98.69%-85.4pp | 420.54%-407.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $3,298 | $5,285-37.6% | $4,932-33.1% | $4,663-29.3% |
| Participant deferral / active EE | $7,924 | $8,419-5.9% | $8,065-1.7% | $6,689+18.5% |
| Admin fee / account holder | $1,309 | $15,035-91.3% | $12,993-89.9% | $13,390-90.2% |