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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 | $63,534 | $160,040-60.3% | $147,096-56.8% | $145,877-56.4% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 12.52% | 98.49%-86.0pp | 419.75%-407.2pp | 551.28%-538.8pp |
| Employer contribution / active EE | $3,103 | $5,289-41.3% | $4,936-37.1% | $4,663-33.5% |
| Participant deferral / active EE | $6,193 | $8,429-26.5% | $8,071-23.3% | $6,691-7.4% |
| Admin fee / account holder | $8,860 | $15,050-41.1% | $13,005-31.9% | $13,402-33.9% |