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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 | $59,355 | $159,978-62.9% | $147,041-59.6% | $145,978-59.3% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.1pp | 80.3%-19.2pp |
| Annual return | 15.88% | 98.36%-82.5pp | 419.21%-403.3pp | 550.52%-534.6pp |
| Employer contribution / active EE | $2,920 | $5,288-44.8% | $4,935-40.8% | $4,662-37.4% |
| Participant deferral / active EE | $5,675 | $8,429-32.7% | $8,071-29.7% | $6,690-15.2% |
| Admin fee / account holder | $6,369 | $15,053-57.7% | $13,006-51.0% | $13,400-52.5% |