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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 | $160,070-58.1% | $147,117-54.4% | $145,897-54.0% |
| Participation rate | 47.6% | 84.0%-36.4pp | 82.2%-34.6pp | 80.3%-32.7pp |
| Annual return | 25.30% | 98.69%-73.4pp | 420.54%-395.2pp | 552.29%-527.0pp |
| Employer contribution / active EE | $2,321 | $5,285-56.1% | $4,932-52.9% | $4,663-50.2% |
| Participant deferral / active EE | $5,703 | $8,419-32.3% | $8,065-29.3% | $6,689-14.7% |
| Admin fee / account holder | $3,232 | $15,035-78.5% | $12,993-75.1% | $13,390-75.9% |