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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 | $49,318 | $160,070-69.2% | $147,117-66.5% | $145,897-66.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.04% | 98.69%-84.6pp | 420.54%-406.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,640 | $5,285-50.0% | $4,932-46.5% | $4,663-43.4% |
| Participant deferral / active EE | $11,237 | $8,419+33.5% | $8,065+39.3% | $6,689+68.0% |
| Admin fee / account holder | $2,612 | $15,035-82.6% | $12,993-79.9% | $13,390-80.5% |