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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 | $24,053 | $160,070-85.0% | $147,117-83.7% | $145,897-83.5% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 18.07% | 98.69%-80.6pp | 420.54%-402.5pp | 552.29%-534.2pp |
| Employer contribution / active EE | $3,270 | $5,285-38.1% | $4,932-33.7% | $4,663-29.9% |
| Participant deferral / active EE | $3,270 | $8,419-61.2% | $8,065-59.5% | $6,689-51.1% |
| Admin fee / account holder | $306 | $15,035-98.0% | $12,993-97.6% | $13,390-97.7% |