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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 | $33,174 | $159,934-79.3% | $147,005-77.4% | $145,959-77.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 28.59% | 98.24%-69.6pp | 418.76%-390.2pp | 561.95%-533.4pp |
| Employer contribution / active EE | $1,995 | $5,287-62.3% | $4,934-59.6% | $4,661-57.2% |
| Participant deferral / active EE | $3,203 | $8,427-62.0% | $8,070-60.3% | $6,689-52.1% |
| Admin fee / account holder | $2,103 | $15,053-86.0% | $13,006-83.8% | $13,398-84.3% |