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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 | $35,446 | $160,028-77.9% | $147,080-75.9% | $145,884-75.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 27.81% | 98.60%-70.8pp | 420.17%-392.4pp | 551.85%-524.0pp |
| Employer contribution / active EE | $2,862 | $5,286-45.9% | $4,933-42.0% | $4,662-38.6% |
| Participant deferral / active EE | $5,235 | $8,422-37.8% | $8,066-35.1% | $6,690-21.8% |
| Admin fee / account holder | $357 | $15,030-97.6% | $12,989-97.3% | $13,392-97.3% |