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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 | $59,537 | $159,934-62.8% | $147,005-59.5% | $145,959-59.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.13% | 98.24%-84.1pp | 418.76%-404.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $3,038 | $5,287-42.6% | $4,934-38.4% | $4,661-34.8% |
| Participant deferral / active EE | $4,628 | $8,427-45.1% | $8,070-42.7% | $6,689-30.8% |
| Admin fee / account holder | $7,334 | $15,053-51.3% | $13,006-43.6% | $13,398-45.3% |