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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 | $72,729 | $160,040-54.6% | $147,096-50.6% | $145,877-50.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 10.11% | 98.49%-88.4pp | 419.75%-409.6pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,539 | $5,289-70.9% | $4,936-68.8% | $4,663-67.0% |
| Participant deferral / active EE | $2,706 | $8,429-67.9% | $8,071-66.5% | $6,691-59.6% |
| Admin fee / account holder | $28,592 | $15,050+90.0% | $13,005+119.8% | $13,402+113.3% |