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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 | $20,645 | $159,978-87.1% | $147,041-86.0% | $145,978-85.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.08% | 98.36%-82.3pp | 419.21%-403.1pp | 550.52%-534.4pp |
| Employer contribution / active EE | $1,958 | $5,288-63.0% | $4,935-60.3% | $4,662-58.0% |
| Participant deferral / active EE | $5,218 | $8,429-38.1% | $8,071-35.3% | $6,690-22.0% |
| Admin fee / account holder | $1,758 | $15,053-88.3% | $13,006-86.5% | $13,400-86.9% |