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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 | $29,618 | $160,070-81.5% | $147,117-79.9% | $145,897-79.7% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 14.92% | 98.69%-83.8pp | 420.54%-405.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $2,355 | $5,285-55.4% | $4,932-52.3% | $4,663-49.5% |
| Participant deferral / active EE | $2,958 | $8,419-64.9% | $8,065-63.3% | $6,689-55.8% |
| Admin fee / account holder | $4,567 | $15,035-69.6% | $12,993-64.9% | $13,390-65.9% |