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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 | $89,868 | $160,028-43.8% | $147,080-38.9% | $145,884-38.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.54% | 98.60%-85.1pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $4,253 | $5,286-19.5% | $4,933-13.8% | $4,662-8.8% |
| Participant deferral / active EE | $5,897 | $8,422-30.0% | $8,066-26.9% | $6,690-11.9% |
| Admin fee / account holder | $935 | $15,030-93.8% | $12,989-92.8% | $13,392-93.0% |