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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 | $94,152 | $159,978-41.1% | $147,041-36.0% | $145,978-35.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 15.26% | 98.36%-83.1pp | 419.21%-403.9pp | 550.52%-535.3pp |
| Employer contribution / active EE | $2,124 | $5,288-59.8% | $4,935-57.0% | $4,662-54.4% |
| Participant deferral / active EE | $6,448 | $8,429-23.5% | $8,071-20.1% | $6,690-3.6% |
| Admin fee / account holder | $569 | $15,053-96.2% | $13,006-95.6% | $13,400-95.8% |