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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 | $89,944 | $160,070-43.8% | $147,117-38.9% | $145,897-38.4% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 15.06% | 98.69%-83.6pp | 420.54%-405.5pp | 552.29%-537.2pp |
| Employer contribution / active EE | $4,342 | $5,285-17.8% | $4,932-12.0% | $4,663-6.9% |
| Participant deferral / active EE | $14,439 | $8,419+71.5% | $8,065+79.0% | $6,689+115.9% |
| Admin fee / account holder | $22,383 | $15,035+48.9% | $12,993+72.3% | $13,390+67.2% |