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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 | $78,419 | $159,978-51.0% | $147,041-46.7% | $145,978-46.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.09% | 98.36%-83.3pp | 419.21%-404.1pp | 550.52%-535.4pp |
| Employer contribution / active EE | $3,568 | $5,288-32.5% | $4,935-27.7% | $4,662-23.5% |
| Participant deferral / active EE | $8,664 | $8,429+2.8% | $8,071+7.3% | $6,690+29.5% |
| Admin fee / account holder | $3,019 | $15,053-79.9% | $13,006-76.8% | $13,400-77.5% |