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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 | $51,118 | $159,978-68.0% | $147,041-65.2% | $145,978-65.0% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.4pp |
| Annual return | 15.43% | 98.36%-82.9pp | 419.21%-403.8pp | 550.52%-535.1pp |
| Employer contribution / active EE | $1,977 | $5,288-62.6% | $4,935-59.9% | $4,662-57.6% |
| Participant deferral / active EE | $4,179 | $8,429-50.4% | $8,071-48.2% | $6,690-37.5% |
| Admin fee / account holder | $4,590 | $15,053-69.5% | $13,006-64.7% | $13,400-65.7% |