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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 | $83,199 | $160,028-48.0% | $147,080-43.4% | $145,884-43.0% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 21.57% | 98.60%-77.0pp | 420.17%-398.6pp | 551.85%-530.3pp |
| Employer contribution / active EE | $2,344 | $5,286-55.7% | $4,933-52.5% | $4,662-49.7% |
| Participant deferral / active EE | $10,685 | $8,422+26.9% | $8,066+32.5% | $6,690+59.7% |
| Admin fee / account holder | $4,722 | $15,030-68.6% | $12,989-63.6% | $13,392-64.7% |