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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 | $76,957 | $159,978-51.9% | $147,041-47.7% | $145,978-47.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.23% | 98.36%-86.1pp | 419.21%-407.0pp | 550.52%-538.3pp |
| Employer contribution / active EE | $2,320 | $5,288-56.1% | $4,935-53.0% | $4,662-50.2% |
| Participant deferral / active EE | $5,505 | $8,429-34.7% | $8,071-31.8% | $6,690-17.7% |
| Admin fee / account holder | $4,485 | $15,053-70.2% | $13,006-65.5% | $13,400-66.5% |