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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 | $93,783 | $160,070-41.4% | $147,117-36.3% | $145,897-35.7% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 11.68% | 98.69%-87.0pp | 420.54%-408.9pp | 552.29%-540.6pp |
| Employer contribution / active EE | $5,035 | $5,285-4.7% | $4,932+2.1% | $4,663+8.0% |
| Participant deferral / active EE | $13,731 | $8,419+63.1% | $8,065+70.3% | $6,689+105.3% |
| Admin fee / account holder | $4,933 | $15,035-67.2% | $12,993-62.0% | $13,390-63.2% |