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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 | $82,906 | $160,028-48.2% | $147,080-43.6% | $145,884-43.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 17.08% | 98.60%-81.5pp | 420.17%-403.1pp | 551.85%-534.8pp |
| Employer contribution / active EE | $2,202 | $5,286-58.3% | $4,933-55.4% | $4,662-52.8% |
| Participant deferral / active EE | $6,329 | $8,422-24.8% | $8,066-21.5% | $6,690-5.4% |
| Admin fee / account holder | $886 | $15,030-94.1% | $12,989-93.2% | $13,392-93.4% |