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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 | $36,004 | $166,268-78.3% | $165,100-78.2% | $145,897-75.3% |
| Participation rate | 52.9% | 82.0%-29.1pp | 78.6%-25.7pp | 80.3%-27.4pp |
| Annual return | 13.61% | 100.52%-86.9pp | 70.21%-56.6pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,907 | $5,284-63.9% | $4,348-56.1% | $4,663-59.1% |
| Participant deferral / active EE | $5,178 | $6,964-25.7% | $6,035-14.2% | $6,689-22.6% |
| Admin fee / account holder | $5,428 | $16,659-67.4% | $12,696-57.2% | $13,390-59.5% |