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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 | $42,201 | $160,040-73.6% | $147,096-71.3% | $145,877-71.1% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 15.06% | 98.49%-83.4pp | 419.75%-404.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $3,103 | $5,289-41.3% | $4,936-37.1% | $4,663-33.5% |
| Participant deferral / active EE | $5,999 | $8,429-28.8% | $8,071-25.7% | $6,691-10.3% |
| Admin fee / account holder | $9,324 | $15,050-38.0% | $13,005-28.3% | $13,402-30.4% |