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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 | $30,600 | $160,070-80.9% | $147,117-79.2% | $145,897-79.0% |
| Participation rate | 45.8% | 84.0%-38.2pp | 82.2%-36.4pp | 80.3%-34.5pp |
| Annual return | 15.49% | 98.69%-83.2pp | 420.54%-405.1pp | 552.29%-536.8pp |
| Employer contribution / active EE | $4,781 | $5,285-9.5% | $4,932-3.1% | $4,663+2.5% |
| Participant deferral / active EE | $10,342 | $8,419+22.8% | $8,065+28.2% | $6,689+54.6% |
| Admin fee / account holder | $9,450 | $15,035-37.1% | $12,993-27.3% | $13,390-29.4% |