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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 | $67,093 | $159,978-58.1% | $147,041-54.4% | $145,978-54.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.14% | 98.36%-85.2pp | 419.21%-406.1pp | 550.52%-537.4pp |
| Employer contribution / active EE | $2,079 | $5,288-60.7% | $4,935-57.9% | $4,662-55.4% |
| Participant deferral / active EE | $5,683 | $8,429-32.6% | $8,071-29.6% | $6,690-15.1% |
| Admin fee / account holder | $5,682 | $15,053-62.3% | $13,006-56.3% | $13,400-57.6% |