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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 | $26,140 | $165,399-84.2% | $149,745-82.5% | $158,982-83.6% |
| Participation rate | 59.1% | 84.6%-25.5pp | 82.5%-23.4pp | 82.0%-22.9pp |
| Annual return | 92.92% | 348.34%-255.4pp | 276.72%-183.8pp | 302.99%-210.1pp |
| Employer contribution / active EE | $1,952 | $5,105-61.8% | $4,646-58.0% | $4,763-59.0% |
| Participant deferral / active EE | $3,489 | $7,183-51.4% | $6,843-49.0% | $5,983-41.7% |
| Admin fee / account holder | $541 | $10,811-95.0% | $9,312-94.2% | $11,252-95.2% |