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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 | $36,113 | $160,070-77.4% | $147,117-75.5% | $145,897-75.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 19.56% | 98.69%-79.1pp | 420.54%-401.0pp | 552.29%-532.7pp |
| Employer contribution / active EE | $1,861 | $5,285-64.8% | $4,932-62.3% | $4,663-60.1% |
| Participant deferral / active EE | $5,230 | $8,419-37.9% | $8,065-35.1% | $6,689-21.8% |
| Admin fee / account holder | $8,368 | $15,035-44.3% | $12,993-35.6% | $13,390-37.5% |