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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 | $57,469 | $175,231-67.2% | $149,696-61.6% | $139,466-58.8% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 105.28% | 166.77%-61.5pp | 134.46%-29.2pp | 373.66%-268.4pp |
| Employer contribution / active EE | $2,452 | $5,478-55.2% | $4,821-49.1% | $4,754-48.4% |
| Participant deferral / active EE | $4,205 | $6,521-35.5% | $5,682-26.0% | $6,712-37.4% |
| Admin fee / account holder | $319 | $16,155-98.0% | $13,212-97.6% | $11,409-97.2% |