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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 | $61,015 | $159,978-61.9% | $147,041-58.5% | $145,978-58.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.18% | 98.36%-84.2pp | 419.21%-405.0pp | 550.52%-536.3pp |
| Employer contribution / active EE | $2,194 | $5,288-58.5% | $4,935-55.5% | $4,662-52.9% |
| Participant deferral / active EE | $3,761 | $8,429-55.4% | $8,071-53.4% | $6,690-43.8% |
| Admin fee / account holder | $560 | $15,053-96.3% | $13,006-95.7% | $13,400-95.8% |