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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 | $61,221 | $159,978-61.7% | $147,041-58.4% | $145,978-58.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.72% | 98.36%-83.6pp | 419.21%-404.5pp | 550.52%-535.8pp |
| Employer contribution / active EE | $5,095 | $5,288-3.7% | $4,935+3.2% | $4,662+9.3% |
| Participant deferral / active EE | $6,980 | $8,429-17.2% | $8,071-13.5% | $6,690+4.3% |
| Admin fee / account holder | $886 | $15,053-94.1% | $13,006-93.2% | $13,400-93.4% |