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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 | $86,360 | $160,070-46.0% | $147,117-41.3% | $145,897-40.8% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 14.50% | 98.69%-84.2pp | 420.54%-406.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,645 | $5,285-68.9% | $4,932-66.7% | $4,663-64.7% |
| Participant deferral / active EE | $5,154 | $8,419-38.8% | $8,065-36.1% | $6,689-22.9% |
| Admin fee / account holder | $12,821 | $15,035-14.7% | $12,993-1.3% | $13,390-4.3% |