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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 | $72,262 | $160,070-54.9% | $147,117-50.9% | $145,897-50.5% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 11.74% | 98.69%-86.9pp | 420.54%-408.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,999 | $5,285-62.2% | $4,932-59.5% | $4,663-57.1% |
| Participant deferral / active EE | $4,699 | $8,419-44.2% | $8,065-41.7% | $6,689-29.8% |
| Admin fee / account holder | $5,507 | $15,035-63.4% | $12,993-57.6% | $13,390-58.9% |