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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 | $40,594 | $160,040-74.6% | $147,096-72.4% | $145,877-72.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.25% | 98.49%-84.2pp | 419.75%-405.5pp | 551.28%-537.0pp |
| Employer contribution / active EE | $3,514 | $5,289-33.6% | $4,936-28.8% | $4,663-24.6% |
| Participant deferral / active EE | $5,589 | $8,429-33.7% | $8,071-30.8% | $6,691-16.5% |
| Admin fee / account holder | $1,467 | $15,050-90.3% | $13,005-88.7% | $13,402-89.1% |