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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 | $86,698 | $159,978-45.8% | $147,041-41.0% | $145,978-40.6% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 15.49% | 98.36%-82.9pp | 419.21%-403.7pp | 550.52%-535.0pp |
| Employer contribution / active EE | $2,019 | $5,288-61.8% | $4,935-59.1% | $4,662-56.7% |
| Participant deferral / active EE | $12,876 | $8,429+52.8% | $8,071+59.5% | $6,690+92.5% |
| Admin fee / account holder | $4,355 | $15,053-71.1% | $13,006-66.5% | $13,400-67.5% |