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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 | $159,978-43.8% | $147,041-38.8% | $145,978-38.4% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.8pp |
| Annual return | 15.06% | 98.36%-83.3pp | 419.21%-404.1pp | 550.52%-535.5pp |
| Employer contribution / active EE | $4,342 | $5,288-17.9% | $4,935-12.0% | $4,662-6.9% |
| Participant deferral / active EE | $14,439 | $8,429+71.3% | $8,071+78.9% | $6,690+115.8% |
| Admin fee / account holder | $22,383 | $15,053+48.7% | $13,006+72.1% | $13,400+67.0% |