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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 | $67,111 | $159,978-58.0% | $147,041-54.4% | $145,978-54.0% |
| Participation rate | 47.6% | 84.0%-36.4pp | 82.2%-34.5pp | 80.3%-32.7pp |
| Annual return | 25.30% | 98.36%-73.1pp | 419.21%-393.9pp | 550.52%-525.2pp |
| Employer contribution / active EE | $2,321 | $5,288-56.1% | $4,935-53.0% | $4,662-50.2% |
| Participant deferral / active EE | $5,703 | $8,429-32.3% | $8,071-29.3% | $6,690-14.7% |
| Admin fee / account holder | $3,232 | $15,053-78.5% | $13,006-75.2% | $13,400-75.9% |