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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 | $160,040-41.4% | $147,096-36.2% | $145,877-35.7% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 11.68% | 98.49%-86.8pp | 419.75%-408.1pp | 551.28%-539.6pp |
| Employer contribution / active EE | $5,035 | $5,289-4.8% | $4,936+2.0% | $4,663+8.0% |
| Participant deferral / active EE | $13,731 | $8,429+62.9% | $8,071+70.1% | $6,691+105.2% |
| Admin fee / account holder | $4,933 | $15,050-67.2% | $13,005-62.1% | $13,402-63.2% |