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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 | $47,423 | $160,070-70.4% | $147,117-67.8% | $145,897-67.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.81% | 98.69%-82.9pp | 420.54%-404.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $14,995 | $5,285+183.7% | $4,932+204.0% | $4,663+221.6% |
| Participant deferral / active EE | $27,326 | $8,419+224.6% | $8,065+238.8% | $6,689+308.5% |
| Admin fee / account holder | $14,461 | $15,035-3.8% | $12,993+11.3% | $13,390+8.0% |