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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 | $83,813 | $160,040-47.6% | $147,096-43.0% | $145,877-42.5% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 11.10% | 98.49%-87.4pp | 419.75%-408.6pp | 551.28%-540.2pp |
| Employer contribution / active EE | $2,020 | $5,289-61.8% | $4,936-59.1% | $4,663-56.7% |
| Participant deferral / active EE | $7,831 | $8,429-7.1% | $8,071-3.0% | $6,691+17.0% |
| Admin fee / account holder | $4,583 | $15,050-69.6% | $13,005-64.8% | $13,402-65.8% |