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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 | $41,807 | $160,040-73.9% | $147,096-71.6% | $145,877-71.3% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 23.93% | 98.49%-74.6pp | 419.75%-395.8pp | 551.28%-527.4pp |
| Employer contribution / active EE | $1,732 | $5,289-67.3% | $4,936-64.9% | $4,663-62.9% |
| Participant deferral / active EE | $5,043 | $8,429-40.2% | $8,071-37.5% | $6,691-24.6% |
| Admin fee / account holder | $4,445 | $15,050-70.5% | $13,005-65.8% | $13,402-66.8% |