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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 | $54,414 | $160,070-66.0% | $147,117-63.0% | $145,897-62.7% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.5pp |
| Annual return | 29.99% | 98.69%-68.7pp | 420.54%-390.6pp | 552.29%-522.3pp |
| Employer contribution / active EE | $2,501 | $5,285-52.7% | $4,932-49.3% | $4,663-46.4% |
| Participant deferral / active EE | $6,413 | $8,419-23.8% | $8,065-20.5% | $6,689-4.1% |
| Admin fee / account holder | $17,160 | $15,035+14.1% | $12,993+32.1% | $13,390+28.1% |