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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 | $48,842 | $160,070-69.5% | $147,117-66.8% | $145,897-66.5% |
| Participation rate | 52.6% | 84.0%-31.4pp | 82.2%-29.6pp | 80.3%-27.7pp |
| Annual return | 24.97% | 98.69%-73.7pp | 420.54%-395.6pp | 552.29%-527.3pp |
| Employer contribution / active EE | $2,112 | $5,285-60.0% | $4,932-57.2% | $4,663-54.7% |
| Participant deferral / active EE | $7,617 | $8,419-9.5% | $8,065-5.6% | $6,689+13.9% |
| Admin fee / account holder | $4,670 | $15,035-68.9% | $12,993-64.1% | $13,390-65.1% |