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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 | $66,781 | $160,070-58.3% | $147,117-54.6% | $145,897-54.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 12.34% | 98.69%-86.3pp | 420.54%-408.2pp | 552.29%-539.9pp |
| Employer contribution / active EE | $2,098 | $5,285-60.3% | $4,932-57.5% | $4,663-55.0% |
| Participant deferral / active EE | $3,907 | $8,419-53.6% | $8,065-51.6% | $6,689-41.6% |
| Admin fee / account holder | $845 | $15,035-94.4% | $12,993-93.5% | $13,390-93.7% |