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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 | $81,677 | $160,040-49.0% | $147,096-44.5% | $145,877-44.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 10.39% | 98.49%-88.1pp | 419.75%-409.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,703 | $5,289-67.8% | $4,936-65.5% | $4,663-63.5% |
| Participant deferral / active EE | $4,966 | $8,429-41.1% | $8,071-38.5% | $6,691-25.8% |
| Admin fee / account holder | $4,953 | $15,050-67.1% | $13,005-61.9% | $13,402-63.0% |