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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 | $76,500 | $160,070-52.2% | $147,117-48.0% | $145,897-47.6% |
| Participation rate | 63.2% | 84.0%-20.9pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 11.39% | 98.69%-87.3pp | 420.54%-409.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $2,941 | $5,285-44.3% | $4,932-40.4% | $4,663-36.9% |
| Participant deferral / active EE | $5,885 | $8,419-30.1% | $8,065-27.0% | $6,689-12.0% |
| Admin fee / account holder | $4,921 | $15,035-67.3% | $12,993-62.1% | $13,390-63.2% |