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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 | $52,379 | $160,070-67.3% | $147,117-64.4% | $145,897-64.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.25% | 98.69%-85.4pp | 420.54%-407.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $9,128 | $5,285+72.7% | $4,932+85.1% | $4,663+95.8% |
| Participant deferral / active EE | $10,710 | $8,419+27.2% | $8,065+32.8% | $6,689+60.1% |
| Admin fee / account holder | $3,942 | $15,035-73.8% | $12,993-69.7% | $13,390-70.6% |