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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 | $107,506 | $160,040-32.8% | $147,096-26.9% | $145,877-26.3% |
| Participation rate | 56.3% | 84.0%-27.8pp | 82.2%-25.9pp | 80.3%-24.1pp |
| Annual return | 16.55% | 98.49%-81.9pp | 419.75%-403.2pp | 551.28%-534.7pp |
| Employer contribution / active EE | $2,734 | $5,289-48.3% | $4,936-44.6% | $4,663-41.4% |
| Participant deferral / active EE | $4,900 | $8,429-41.9% | $8,071-39.3% | $6,691-26.8% |
| Admin fee / account holder | $6,663 | $15,050-55.7% | $13,005-48.8% | $13,402-50.3% |