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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 | $63,866 | $160,028-60.1% | $147,080-56.6% | $145,884-56.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 34.98% | 98.60%-63.6pp | 420.17%-385.2pp | 551.85%-516.9pp |
| Employer contribution / active EE | $5,176 | $5,286-2.1% | $4,933+4.9% | $4,662+11.0% |
| Participant deferral / active EE | $12,519 | $8,422+48.6% | $8,066+55.2% | $6,690+87.1% |
| Admin fee / account holder | $566 | $15,030-96.2% | $12,989-95.6% | $13,392-95.8% |