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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 | $22,874 | $159,978-85.7% | $147,041-84.4% | $145,978-84.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 31.65% | 98.36%-66.7pp | 419.21%-387.6pp | 550.52%-518.9pp |
| Employer contribution / active EE | $4,362 | $5,288-17.5% | $4,935-11.6% | $4,662-6.4% |
| Participant deferral / active EE | $6,917 | $8,429-17.9% | $8,071-14.3% | $6,690+3.4% |
| Admin fee / account holder | $3,449 | $15,053-77.1% | $13,006-73.5% | $13,400-74.3% |