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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 | $160,070-57.1% | $147,117-53.4% | $145,897-53.0% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.8pp | 80.3%-11.9pp |
| Annual return | 13.85% | 98.69%-84.8pp | 420.54%-406.7pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,098 | $5,285-60.3% | $4,932-57.5% | $4,663-55.0% |
| Participant deferral / active EE | $6,450 | $8,419-23.4% | $8,065-20.0% | $6,689-3.6% |
| Admin fee / account holder | $699 | $15,035-95.3% | $12,993-94.6% | $13,390-94.8% |