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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 | $52,742 | $159,978-67.0% | $147,041-64.1% | $145,978-63.9% |
| Participation rate | 65.2% | 84.0%-18.8pp | 82.2%-17.0pp | 80.3%-15.1pp |
| Annual return | 14.64% | 98.36%-83.7pp | 419.21%-404.6pp | 550.52%-535.9pp |
| Employer contribution / active EE | $2,800 | $5,288-47.0% | $4,935-43.3% | $4,662-39.9% |
| Participant deferral / active EE | $7,428 | $8,429-11.9% | $8,071-8.0% | $6,690+11.0% |
| Admin fee / account holder | $442 | $15,053-97.1% | $13,006-96.6% | $13,400-96.7% |