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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 | $73,260 | $159,978-54.2% | $147,041-50.2% | $145,978-49.8% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 12.59% | 98.36%-85.8pp | 419.21%-406.6pp | 550.52%-537.9pp |
| Employer contribution / active EE | $3,700 | $5,288-30.0% | $4,935-25.0% | $4,662-20.6% |
| Participant deferral / active EE | $5,049 | $8,429-40.1% | $8,071-37.4% | $6,690-24.5% |
| Admin fee / account holder | $11,072 | $15,053-26.4% | $13,006-14.9% | $13,400-17.4% |