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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 | $90,200 | $160,028-43.6% | $147,080-38.7% | $145,884-38.2% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 15.53% | 98.60%-83.1pp | 420.17%-404.6pp | 551.85%-536.3pp |
| Employer contribution / active EE | $3,829 | $5,286-27.6% | $4,933-22.4% | $4,662-17.9% |
| Participant deferral / active EE | $12,265 | $8,422+45.6% | $8,066+52.0% | $6,690+83.3% |
| Admin fee / account holder | $1,332 | $15,030-91.1% | $12,989-89.7% | $13,392-90.1% |