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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 | $30,152 | $166,268-81.9% | $165,100-81.7% | $145,897-79.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 15.69% | 100.52%-84.8pp | 70.21%-54.5pp | 552.29%-536.6pp |
| Employer contribution / active EE | $2,886 | $5,284-45.4% | $4,348-33.6% | $4,663-38.1% |
| Participant deferral / active EE | $4,525 | $6,964-35.0% | $6,035-25.0% | $6,689-32.4% |
| Admin fee / account holder | $1,567 | $16,659-90.6% | $12,696-87.7% | $13,390-88.3% |