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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 | $68,619 | $160,040-57.1% | $147,096-53.4% | $145,877-53.0% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.8pp | 80.3%-11.9pp |
| Annual return | 13.85% | 98.49%-84.6pp | 419.75%-405.9pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,098 | $5,289-60.3% | $4,936-57.5% | $4,663-55.0% |
| Participant deferral / active EE | $6,450 | $8,429-23.5% | $8,071-20.1% | $6,691-3.6% |
| Admin fee / account holder | $699 | $15,050-95.4% | $13,005-94.6% | $13,402-94.8% |