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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 | $45,425 | $160,040-71.6% | $147,096-69.1% | $145,877-68.9% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 10.29% | 98.49%-88.2pp | 419.75%-409.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,599 | $5,289-50.9% | $4,936-47.3% | $4,663-44.3% |
| Participant deferral / active EE | $6,761 | $8,429-19.8% | $8,071-16.2% | $6,691+1.1% |
| Admin fee / account holder | $1,710 | $15,050-88.6% | $13,005-86.9% | $13,402-87.2% |