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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 | $54,053 | $114,073-52.6% | $96,161-43.8% | $167,518-67.7% |
| Participation rate | 41.2% | 75.1%-33.9pp | 68.4%-27.3pp | 82.1%-40.9pp |
| Annual return | 15.99% | 189.95%-174.0pp | 192.01%-176.0pp | 478.71%-462.7pp |
| Employer contribution / active EE | $1,635 | $3,428-52.3% | $2,798-41.6% | $4,838-66.2% |
| Participant deferral / active EE | $3,279 | $5,195-36.9% | $4,349-24.6% | $6,342-48.3% |
| Admin fee / account holder | $997 | $6,899-85.5% | $5,538-82.0% | $12,312-91.9% |