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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 | $44,922 | $159,978-71.9% | $147,041-69.4% | $145,978-69.2% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 14.08% | 98.36%-84.3pp | 419.21%-405.1pp | 550.52%-536.4pp |
| Employer contribution / active EE | $2,996 | $5,288-43.3% | $4,935-39.3% | $4,662-35.7% |
| Participant deferral / active EE | $8,695 | $8,429+3.2% | $8,071+7.7% | $6,690+30.0% |
| Admin fee / account holder | $985 | $15,053-93.5% | $13,006-92.4% | $13,400-92.7% |