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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 | $118,143 | $160,070-26.2% | $147,117-19.7% | $145,897-19.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 22.69% | 98.69%-76.0pp | 420.54%-397.8pp | 552.29%-529.6pp |
| Employer contribution / active EE | $1,889 | $5,285-64.3% | $4,932-61.7% | $4,663-59.5% |
| Participant deferral / active EE | $4,282 | $8,419-49.1% | $8,065-46.9% | $6,689-36.0% |
| Admin fee / account holder | $570 | $15,035-96.2% | $12,993-95.6% | $13,390-95.7% |