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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 | $131,265 | $160,028-18.0% | $147,080-10.8% | $145,884-10.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 12.32% | 98.60%-86.3pp | 420.17%-407.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $2,492 | $5,286-52.8% | $4,933-49.5% | $4,662-46.5% |
| Participant deferral / active EE | $4,505 | $8,422-46.5% | $8,066-44.1% | $6,690-32.7% |
| Admin fee / account holder | $11,516 | $15,030-23.4% | $12,989-11.3% | $13,392-14.0% |