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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 | $83,155 | $160,070-48.1% | $147,117-43.5% | $145,897-43.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.29% | 98.69%-86.4pp | 420.54%-408.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $4,257 | $5,285-19.4% | $4,932-13.7% | $4,663-8.7% |
| Participant deferral / active EE | $19,400 | $8,419+130.4% | $8,065+140.6% | $6,689+190.0% |
| Admin fee / account holder | $2,966 | $15,035-80.3% | $12,993-77.2% | $13,390-77.9% |