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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 | $45,559 | $160,040-71.5% | $147,096-69.0% | $145,877-68.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 17.99% | 98.49%-80.5pp | 419.75%-401.8pp | 551.28%-533.3pp |
| Employer contribution / active EE | $2,105 | $5,289-60.2% | $4,936-57.4% | $4,663-54.9% |
| Participant deferral / active EE | $6,434 | $8,429-23.7% | $8,071-20.3% | $6,691-3.8% |
| Admin fee / account holder | $7,013 | $15,050-53.4% | $13,005-46.1% | $13,402-47.7% |