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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 | $84,764 | $159,978-47.0% | $147,041-42.4% | $145,978-41.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.17% | 98.36%-85.2pp | 419.21%-406.0pp | 550.52%-537.4pp |
| Employer contribution / active EE | $1,640 | $5,288-69.0% | $4,935-66.8% | $4,662-64.8% |
| Participant deferral / active EE | $3,931 | $8,429-53.4% | $8,071-51.3% | $6,690-41.2% |
| Admin fee / account holder | $2,709 | $15,053-82.0% | $13,006-79.2% | $13,400-79.8% |