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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 | $71,875 | $160,028-55.1% | $147,080-51.1% | $145,884-50.7% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 41.22% | 98.60%-57.4pp | 420.17%-378.9pp | 551.85%-510.6pp |
| Employer contribution / active EE | $1,645 | $5,286-68.9% | $4,933-66.7% | $4,662-64.7% |
| Participant deferral / active EE | $4,518 | $8,422-46.4% | $8,066-44.0% | $6,690-32.5% |
| Admin fee / account holder | $1,093 | $15,030-92.7% | $12,989-91.6% | $13,392-91.8% |