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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 | $159,978-66.0% | $147,041-63.0% | $145,978-62.7% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.4pp |
| Annual return | 29.99% | 98.36%-68.4pp | 419.21%-389.2pp | 550.52%-520.5pp |
| Employer contribution / active EE | $2,501 | $5,288-52.7% | $4,935-49.3% | $4,662-46.4% |
| Participant deferral / active EE | $6,413 | $8,429-23.9% | $8,071-20.5% | $6,690-4.1% |
| Admin fee / account holder | $17,160 | $15,053+14.0% | $13,006+31.9% | $13,400+28.1% |