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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 | $115,277 | $160,028-28.0% | $147,080-21.6% | $145,884-21.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 12.08% | 98.60%-86.5pp | 420.17%-408.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $3,138 | $5,286-40.6% | $4,933-36.4% | $4,662-32.7% |
| Participant deferral / active EE | $5,862 | $8,422-30.4% | $8,066-27.3% | $6,690-12.4% |
| Admin fee / account holder | $10,535 | $15,030-29.9% | $12,989-18.9% | $13,392-21.3% |