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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 | $78,558 | $160,070-50.9% | $147,117-46.6% | $145,897-46.2% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 15.85% | 98.69%-82.8pp | 420.54%-404.7pp | 552.29%-536.4pp |
| Employer contribution / active EE | $3,030 | $5,285-42.7% | $4,932-38.6% | $4,663-35.0% |
| Participant deferral / active EE | $4,684 | $8,419-44.4% | $8,065-41.9% | $6,689-30.0% |
| Admin fee / account holder | $3,475 | $15,035-76.9% | $12,993-73.3% | $13,390-74.0% |