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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 | $62,936 | $160,070-60.7% | $147,117-57.2% | $145,897-56.9% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.2%-24.3pp | 80.3%-22.4pp |
| Annual return | 15.95% | 98.69%-82.7pp | 420.54%-404.6pp | 552.29%-536.3pp |
| Employer contribution / active EE | $3,356 | $5,285-36.5% | $4,932-32.0% | $4,663-28.0% |
| Participant deferral / active EE | $7,662 | $8,419-9.0% | $8,065-5.0% | $6,689+14.5% |
| Admin fee / account holder | $5,129 | $15,035-65.9% | $12,993-60.5% | $13,390-61.7% |