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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 | $66,469 | $160,040-58.5% | $147,096-54.8% | $145,877-54.4% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 11.80% | 98.49%-86.7pp | 419.75%-407.9pp | 551.28%-539.5pp |
| Employer contribution / active EE | $2,525 | $5,289-52.3% | $4,936-48.8% | $4,663-45.9% |
| Participant deferral / active EE | $2,843 | $8,429-66.3% | $8,071-64.8% | $6,691-57.5% |
| Admin fee / account holder | $4,484 | $15,050-70.2% | $13,005-65.5% | $13,402-66.5% |