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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 | $25,573 | $160,070-84.0% | $147,117-82.6% | $145,897-82.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 64.97% | 98.69%-33.7pp | 420.54%-355.6pp | 552.29%-487.3pp |
| Employer contribution / active EE | $2,502 | $5,285-52.7% | $4,932-49.3% | $4,663-46.3% |
| Participant deferral / active EE | $4,354 | $8,419-48.3% | $8,065-46.0% | $6,689-34.9% |
| Admin fee / account holder | $8,607 | $15,035-42.8% | $12,993-33.8% | $13,390-35.7% |