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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 | $44,099 | $159,978-72.4% | $147,041-70.0% | $145,978-69.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.39% | 98.36%-85.0pp | 419.21%-405.8pp | 550.52%-537.1pp |
| Employer contribution / active EE | $2,083 | $5,288-60.6% | $4,935-57.8% | $4,662-55.3% |
| Participant deferral / active EE | $5,234 | $8,429-37.9% | $8,071-35.1% | $6,690-21.8% |
| Admin fee / account holder | $6,771 | $15,053-55.0% | $13,006-47.9% | $13,400-49.5% |