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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 | $83,698 | $159,934-47.7% | $147,005-43.1% | $145,959-42.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.29% | 98.24%-84.0pp | 418.76%-404.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $10,028 | $5,287+89.7% | $4,934+103.2% | $4,661+115.2% |
| Participant deferral / active EE | $14,210 | $8,427+68.6% | $8,070+76.1% | $6,689+112.5% |
| Admin fee / account holder | $13,686 | $15,053-9.1% | $13,006+5.2% | $13,398+2.1% |