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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 | $87,017 | $160,070-45.6% | $147,117-40.9% | $145,897-40.4% |
| Participation rate | 59.1% | 84.0%-24.9pp | 82.2%-23.1pp | 80.3%-21.2pp |
| Annual return | 51.89% | 98.69%-46.8pp | 420.54%-368.6pp | 552.29%-500.4pp |
| Employer contribution / active EE | $2,405 | $5,285-54.5% | $4,932-51.2% | $4,663-48.4% |
| Participant deferral / active EE | $8,093 | $8,419-3.9% | $8,065+0.3% | $6,689+21.0% |
| Admin fee / account holder | $893 | $15,035-94.1% | $12,993-93.1% | $13,390-93.3% |