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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 | $89,831 | $160,028-43.9% | $147,080-38.9% | $145,884-38.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 9.92% | 98.60%-88.7pp | 420.17%-410.2pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,187 | $5,286-77.6% | $4,933-75.9% | $4,662-74.5% |
| Participant deferral / active EE | $2,916 | $8,422-65.4% | $8,066-63.9% | $6,690-56.4% |
| Admin fee / account holder | $316 | $15,030-97.9% | $12,989-97.6% | $13,392-97.6% |