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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 | $81,634 | $160,028-49.0% | $147,080-44.5% | $145,884-44.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 10.20% | 98.60%-88.4pp | 420.17%-410.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $1,625 | $5,286-69.3% | $4,933-67.1% | $4,662-65.1% |
| Participant deferral / active EE | $6,500 | $8,422-22.8% | $8,066-19.4% | $6,690-2.8% |
| Admin fee / account holder | $336 | $15,030-97.8% | $12,989-97.4% | $13,392-97.5% |