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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 | $104,635 | $160,040-34.6% | $147,096-28.9% | $145,877-28.3% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.2%-52.2pp | 80.3%-50.3pp |
| Annual return | 18.07% | 98.49%-80.4pp | 419.75%-401.7pp | 551.28%-533.2pp |
| Employer contribution / active EE | $2,806 | $5,289-46.9% | $4,936-43.1% | $4,663-39.8% |
| Participant deferral / active EE | $8,896 | $8,429+5.5% | $8,071+10.2% | $6,691+33.0% |
| Admin fee / account holder | $8,007 | $15,050-46.8% | $13,005-38.4% | $13,402-40.3% |