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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 | $68,555 | $159,978-57.1% | $147,041-53.4% | $145,978-53.0% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.1pp | 80.3%-19.2pp |
| Annual return | 12.96% | 98.36%-85.4pp | 419.21%-406.3pp | 550.52%-537.6pp |
| Employer contribution / active EE | $1,935 | $5,288-63.4% | $4,935-60.8% | $4,662-58.5% |
| Participant deferral / active EE | $4,019 | $8,429-52.3% | $8,071-50.2% | $6,690-39.9% |
| Admin fee / account holder | $20,878 | $15,053+38.7% | $13,006+60.5% | $13,400+55.8% |