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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 | $160,040-62.8% | $147,096-59.5% | $145,877-59.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.13% | 98.49%-84.4pp | 419.75%-405.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $3,038 | $5,289-42.6% | $4,936-38.5% | $4,663-34.9% |
| Participant deferral / active EE | $4,628 | $8,429-45.1% | $8,071-42.7% | $6,691-30.8% |
| Admin fee / account holder | $7,334 | $15,050-51.3% | $13,005-43.6% | $13,402-45.3% |