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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 | $56,664 | $160,028-64.6% | $147,080-61.5% | $145,884-61.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 13.38% | 98.60%-85.2pp | 420.17%-406.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,761 | $5,286-66.7% | $4,933-64.3% | $4,662-62.2% |
| Participant deferral / active EE | $8,234 | $8,422-2.2% | $8,066+2.1% | $6,690+23.1% |
| Admin fee / account holder | $1,212 | $15,030-91.9% | $12,989-90.7% | $13,392-91.0% |