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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 | $55,824 | $166,268-66.4% | $165,100-66.2% | $145,897-61.7% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.6%-23.1pp | 80.3%-24.8pp |
| Annual return | 13.40% | 100.52%-87.1pp | 70.21%-56.8pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,214 | $5,284-58.1% | $4,348-49.1% | $4,663-52.5% |
| Participant deferral / active EE | $5,539 | $6,964-20.5% | $6,035-8.2% | $6,689-17.2% |
| Admin fee / account holder | $25,061 | $16,659+50.4% | $12,696+97.4% | $13,390+87.2% |