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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 | $71,661 | $159,978-55.2% | $147,041-51.3% | $145,978-50.9% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 10.18% | 98.36%-88.2pp | 419.21%-409.0pp | 550.52%-540.3pp |
| Employer contribution / active EE | $1,304 | $5,288-75.3% | $4,935-73.6% | $4,662-72.0% |
| Participant deferral / active EE | $6,462 | $8,429-23.3% | $8,071-19.9% | $6,690-3.4% |
| Admin fee / account holder | $1,131 | $15,053-92.5% | $13,006-91.3% | $13,400-91.6% |