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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 | $40,647 | $160,040-74.6% | $147,096-72.4% | $145,877-72.1% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 13.30% | 98.49%-85.2pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,735 | $5,289-48.3% | $4,936-44.6% | $4,663-41.3% |
| Participant deferral / active EE | $10,488 | $8,429+24.4% | $8,071+29.9% | $6,691+56.8% |
| Admin fee / account holder | $9,367 | $15,050-37.8% | $13,005-28.0% | $13,402-30.1% |