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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 | $83,940 | $160,040-47.6% | $147,096-42.9% | $145,877-42.5% |
| Participation rate | 61.9% | 84.0%-22.1pp | 82.2%-20.3pp | 80.3%-18.4pp |
| Annual return | 13.23% | 98.49%-85.3pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $3,375 | $5,289-36.2% | $4,936-31.6% | $4,663-27.6% |
| Participant deferral / active EE | $6,877 | $8,429-18.4% | $8,071-14.8% | $6,691+2.8% |
| Admin fee / account holder | $3,336 | $15,050-77.8% | $13,005-74.3% | $13,402-75.1% |