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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 | $85,672 | $160,028-46.5% | $147,080-41.8% | $145,884-41.3% |
| Participation rate | 53.3% | 84.0%-30.7pp | 82.2%-28.8pp | 80.3%-27.0pp |
| Annual return | 25.26% | 98.60%-73.3pp | 420.17%-394.9pp | 551.85%-526.6pp |
| Employer contribution / active EE | $1,885 | $5,286-64.3% | $4,933-61.8% | $4,662-59.6% |
| Participant deferral / active EE | $9,044 | $8,422+7.4% | $8,066+12.1% | $6,690+35.2% |
| Admin fee / account holder | $1,277 | $15,030-91.5% | $12,989-90.2% | $13,392-90.5% |