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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 | $75,469 | $160,028-52.8% | $147,080-48.7% | $145,884-48.3% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 13.89% | 98.60%-84.7pp | 420.17%-406.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $5,122 | $5,286-3.1% | $4,933+3.8% | $4,662+9.8% |
| Participant deferral / active EE | $8,102 | $8,422-3.8% | $8,066+0.4% | $6,690+21.1% |
| Admin fee / account holder | $48,104 | $15,030+220.1% | $12,989+270.3% | $13,392+259.2% |