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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 | $83,112 | $160,028-48.1% | $147,080-43.5% | $145,884-43.0% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 9.95% | 98.60%-88.6pp | 420.17%-410.2pp | 551.85%-541.9pp |
| Employer contribution / active EE | $2,282 | $5,286-56.8% | $4,933-53.7% | $4,662-51.1% |
| Participant deferral / active EE | $6,346 | $8,422-24.7% | $8,066-21.3% | $6,690-5.1% |
| Admin fee / account holder | $6,816 | $15,030-54.7% | $12,989-47.5% | $13,392-49.1% |