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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 | $53,879 | $159,934-66.3% | $147,005-63.3% | $145,959-63.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 14.00% | 98.24%-84.2pp | 418.76%-404.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $1,590 | $5,287-69.9% | $4,934-67.8% | $4,661-65.9% |
| Participant deferral / active EE | $3,808 | $8,427-54.8% | $8,070-52.8% | $6,689-43.1% |
| Admin fee / account holder | $436 | $15,053-97.1% | $13,006-96.6% | $13,398-96.7% |