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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 | $52,427 | $166,242-68.5% | $165,071-68.2% | $145,884-64.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 10.65% | 100.44%-89.8pp | 70.17%-59.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,626 | $5,283-69.2% | $4,347-62.6% | $4,662-65.1% |
| Participant deferral / active EE | $3,214 | $6,964-53.8% | $6,035-46.7% | $6,690-52.0% |
| Admin fee / account holder | $8,037 | $16,658-51.8% | $12,695-36.7% | $13,392-40.0% |