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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 | $159,978-44.0% | $147,041-39.1% | $145,978-38.6% |
| Participation rate | 59.1% | 84.0%-24.9pp | 82.2%-23.1pp | 80.3%-21.2pp |
| Annual return | 15.38% | 98.36%-83.0pp | 419.21%-403.8pp | 550.52%-535.1pp |
| Employer contribution / active EE | $2,114 | $5,288-60.0% | $4,935-57.2% | $4,662-54.7% |
| Participant deferral / active EE | $9,032 | $8,429+7.2% | $8,071+11.9% | $6,690+35.0% |
| Admin fee / account holder | $2,185 | $15,053-85.5% | $13,006-83.2% | $13,400-83.7% |