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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 | $81,171 | $160,028-49.3% | $147,080-44.8% | $145,884-44.4% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.5pp |
| Annual return | 12.86% | 98.60%-85.7pp | 420.17%-407.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,069 | $5,286-79.8% | $4,933-78.3% | $4,662-77.1% |
| Participant deferral / active EE | $2,699 | $8,422-67.9% | $8,066-66.5% | $6,690-59.6% |
| Admin fee / account holder | $14,647 | $15,030-2.5% | $12,989+12.8% | $13,392+9.4% |