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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 | $60,969 | $159,978-61.9% | $147,041-58.5% | $145,978-58.2% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 16.13% | 98.36%-82.2pp | 419.21%-403.1pp | 550.52%-534.4pp |
| Employer contribution / active EE | $1,963 | $5,288-62.9% | $4,935-60.2% | $4,662-57.9% |
| Participant deferral / active EE | $4,991 | $8,429-40.8% | $8,071-38.2% | $6,690-25.4% |
| Admin fee / account holder | $2,582 | $15,053-82.9% | $13,006-80.2% | $13,400-80.7% |