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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 | $50,485 | $107,363-53.0% | $92,909-45.7% | $152,897-67.0% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.5%-26.9pp |
| Annual return | 25.04% | 145.63%-120.6pp | 109.44%-84.4pp | 345.43%-320.4pp |
| Employer contribution / active EE | $8,329 | $4,222+97.3% | $3,653+128.0% | $4,764+74.8% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,121 | $7,082-84.2% | $5,795-80.7% | $11,599-90.3% |