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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 | $89,574 | $160,040-44.0% | $147,096-39.1% | $145,877-38.6% |
| Participation rate | 59.1% | 84.0%-24.9pp | 82.2%-23.1pp | 80.3%-21.2pp |
| Annual return | 15.38% | 98.49%-83.1pp | 419.75%-404.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $2,114 | $5,289-60.0% | $4,936-57.2% | $4,663-54.7% |
| Participant deferral / active EE | $9,032 | $8,429+7.2% | $8,071+11.9% | $6,691+35.0% |
| Admin fee / account holder | $2,185 | $15,050-85.5% | $13,005-83.2% | $13,402-83.7% |