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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 | $72,729 | $160,070-54.6% | $147,117-50.6% | $145,897-50.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 10.11% | 98.69%-88.6pp | 420.54%-410.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,539 | $5,285-70.9% | $4,932-68.8% | $4,663-67.0% |
| Participant deferral / active EE | $2,706 | $8,419-67.9% | $8,065-66.5% | $6,689-59.6% |
| Admin fee / account holder | $28,592 | $15,035+90.2% | $12,993+120.1% | $13,390+113.5% |