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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 | $50,375 | $160,040-68.5% | $147,096-65.8% | $145,877-65.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.56% | 98.49%-86.9pp | 419.75%-408.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,347 | $5,289-55.6% | $4,936-52.4% | $4,663-49.7% |
| Participant deferral / active EE | $2,842 | $8,429-66.3% | $8,071-64.8% | $6,691-57.5% |
| Admin fee / account holder | $6,317 | $15,050-58.0% | $13,005-51.4% | $13,402-52.9% |