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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 | $125,599 | $160,040-21.5% | $147,096-14.6% | $145,877-13.9% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 14.63% | 98.49%-83.9pp | 419.75%-405.1pp | 551.28%-536.6pp |
| Employer contribution / active EE | $2,962 | $5,289-44.0% | $4,936-40.0% | $4,663-36.5% |
| Participant deferral / active EE | $3,986 | $8,429-52.7% | $8,071-50.6% | $6,691-40.4% |
| Admin fee / account holder | $4,172 | $15,050-72.3% | $13,005-67.9% | $13,402-68.9% |