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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 | $160,070-71.5% | $147,117-69.0% | $145,897-68.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 17.99% | 98.69%-80.7pp | 420.54%-402.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $2,105 | $5,285-60.2% | $4,932-57.3% | $4,663-54.9% |
| Participant deferral / active EE | $6,434 | $8,419-23.6% | $8,065-20.2% | $6,689-3.8% |
| Admin fee / account holder | $7,013 | $15,035-53.4% | $12,993-46.0% | $13,390-47.6% |