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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 | $80,868 | $160,070-49.5% | $147,117-45.0% | $145,897-44.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 32.05% | 98.69%-66.6pp | 420.54%-388.5pp | 552.29%-520.2pp |
| Employer contribution / active EE | $2,085 | $5,285-60.5% | $4,932-57.7% | $4,663-55.3% |
| Participant deferral / active EE | $16,583 | $8,419+97.0% | $8,065+105.6% | $6,689+147.9% |
| Admin fee / account holder | $330 | $15,035-97.8% | $12,993-97.5% | $13,390-97.5% |