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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 | $62,023 | $160,040-61.2% | $147,096-57.8% | $145,877-57.5% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 12.57% | 98.49%-85.9pp | 419.75%-407.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $2,847 | $5,289-46.2% | $4,936-42.3% | $4,663-38.9% |
| Participant deferral / active EE | $4,921 | $8,429-41.6% | $8,071-39.0% | $6,691-26.4% |
| Admin fee / account holder | $12,212 | $15,050-18.9% | $13,005-6.1% | $13,402-8.9% |