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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 | $78,747 | $160,040-50.8% | $147,096-46.5% | $145,877-46.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 14.14% | 98.49%-84.4pp | 419.75%-405.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $4,321 | $5,289-18.3% | $4,936-12.4% | $4,663-7.3% |
| Participant deferral / active EE | $7,116 | $8,429-15.6% | $8,071-11.8% | $6,691+6.4% |
| Admin fee / account holder | $576 | $15,050-96.2% | $13,005-95.6% | $13,402-95.7% |