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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 | $54,297 | $160,040-66.1% | $147,096-63.1% | $145,877-62.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.70% | 98.49%-84.8pp | 419.75%-406.0pp | 551.28%-537.6pp |
| Employer contribution / active EE | $5,078 | $5,289-4.0% | $4,936+2.9% | $4,663+8.9% |
| Participant deferral / active EE | $9,559 | $8,429+13.4% | $8,071+18.4% | $6,691+42.9% |
| Admin fee / account holder | $5,272 | $15,050-65.0% | $13,005-59.5% | $13,402-60.7% |