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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 | $85,173 | $159,934-46.7% | $147,005-42.1% | $145,959-41.6% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 16.28% | 98.24%-82.0pp | 418.76%-402.5pp | 561.95%-545.7pp |
| Employer contribution / active EE | $3,770 | $5,287-28.7% | $4,934-23.6% | $4,661-19.1% |
| Participant deferral / active EE | $7,765 | $8,427-7.9% | $8,070-3.8% | $6,689+16.1% |
| Admin fee / account holder | $3,160 | $15,053-79.0% | $13,006-75.7% | $13,398-76.4% |