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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 | $49,681 | $160,028-69.0% | $147,080-66.2% | $145,884-65.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.39% | 98.60%-85.2pp | 420.17%-406.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $3,220 | $5,286-39.1% | $4,933-34.7% | $4,662-30.9% |
| Participant deferral / active EE | $6,199 | $8,422-26.4% | $8,066-23.2% | $6,690-7.3% |
| Admin fee / account holder | $2,913 | $15,030-80.6% | $12,989-77.6% | $13,392-78.2% |