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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 | $67,093 | $160,028-58.1% | $147,080-54.4% | $145,884-54.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.14% | 98.60%-85.5pp | 420.17%-407.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $2,079 | $5,286-60.7% | $4,933-57.9% | $4,662-55.4% |
| Participant deferral / active EE | $5,683 | $8,422-32.5% | $8,066-29.5% | $6,690-15.1% |
| Admin fee / account holder | $5,682 | $15,030-62.2% | $12,989-56.3% | $13,392-57.6% |