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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 | $52,884 | $160,028-67.0% | $147,080-64.0% | $145,884-63.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 15.62% | 98.60%-83.0pp | 420.17%-404.5pp | 551.85%-536.2pp |
| Employer contribution / active EE | $2,491 | $5,286-52.9% | $4,933-49.5% | $4,662-46.6% |
| Participant deferral / active EE | $7,145 | $8,422-15.2% | $8,066-11.4% | $6,690+6.8% |
| Admin fee / account holder | $2,801 | $15,030-81.4% | $12,989-78.4% | $13,392-79.1% |