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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 | $71,460 | $160,070-55.4% | $147,117-51.4% | $145,897-51.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.05% | 98.69%-83.6pp | 420.54%-405.5pp | 552.29%-537.2pp |
| Employer contribution / active EE | $9,189 | $5,285+73.9% | $4,932+86.3% | $4,663+97.1% |
| Participant deferral / active EE | $4,754 | $8,419-43.5% | $8,065-41.1% | $6,689-28.9% |
| Admin fee / account holder | $22,349 | $15,035+48.6% | $12,993+72.0% | $13,390+66.9% |