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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 | $57,510 | $160,070-64.1% | $147,117-60.9% | $145,897-60.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.20% | 98.69%-84.5pp | 420.54%-406.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $2,602 | $5,285-50.8% | $4,932-47.3% | $4,663-44.2% |
| Participant deferral / active EE | $6,196 | $8,419-26.4% | $8,065-23.2% | $6,689-7.4% |
| Admin fee / account holder | $1,759 | $15,035-88.3% | $12,993-86.5% | $13,390-86.9% |