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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 | $54,502 | $159,978-65.9% | $147,041-62.9% | $145,978-62.7% |
| Participation rate | 61.9% | 84.0%-22.1pp | 82.2%-20.3pp | 80.3%-18.4pp |
| Annual return | 14.75% | 98.36%-83.6pp | 419.21%-404.5pp | 550.52%-535.8pp |
| Employer contribution / active EE | $1,652 | $5,288-68.8% | $4,935-66.5% | $4,662-64.6% |
| Participant deferral / active EE | $4,268 | $8,429-49.4% | $8,071-47.1% | $6,690-36.2% |
| Admin fee / account holder | $326 | $15,053-97.8% | $13,006-97.5% | $13,400-97.6% |