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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 | $35,235 | $159,978-78.0% | $147,041-76.0% | $145,978-75.9% |
| Participation rate | 52.4% | 84.0%-31.6pp | 82.2%-29.8pp | 80.3%-27.9pp |
| Annual return | 13.81% | 98.36%-84.6pp | 419.21%-405.4pp | 550.52%-536.7pp |
| Employer contribution / active EE | $2,565 | $5,288-51.5% | $4,935-48.0% | $4,662-45.0% |
| Participant deferral / active EE | $3,542 | $8,429-58.0% | $8,071-56.1% | $6,690-47.1% |
| Admin fee / account holder | $355 | $15,053-97.6% | $13,006-97.3% | $13,400-97.3% |