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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 | $61,142 | $159,978-61.8% | $147,041-58.4% | $145,978-58.1% |
| Participation rate | 52.6% | 84.0%-31.4pp | 82.2%-29.5pp | 80.3%-27.7pp |
| Annual return | 13.13% | 98.36%-85.2pp | 419.21%-406.1pp | 550.52%-537.4pp |
| Employer contribution / active EE | $2,348 | $5,288-55.6% | $4,935-52.4% | $4,662-49.6% |
| Participant deferral / active EE | $6,834 | $8,429-18.9% | $8,071-15.3% | $6,690+2.2% |
| Admin fee / account holder | $1,190 | $15,053-92.1% | $13,006-90.9% | $13,400-91.1% |