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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 | $50,872 | $159,978-68.2% | $147,041-65.4% | $145,978-65.2% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.4pp |
| Annual return | 13.25% | 98.36%-85.1pp | 419.21%-406.0pp | 550.52%-537.3pp |
| Employer contribution / active EE | $2,479 | $5,288-53.1% | $4,935-49.8% | $4,662-46.8% |
| Participant deferral / active EE | $6,877 | $8,429-18.4% | $8,071-14.8% | $6,690+2.8% |
| Admin fee / account holder | $2,513 | $15,053-83.3% | $13,006-80.7% | $13,400-81.2% |