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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 | $63,067 | $160,070-60.6% | $147,117-57.1% | $145,897-56.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 29.43% | 98.69%-69.3pp | 420.54%-391.1pp | 552.29%-522.9pp |
| Employer contribution / active EE | $4,271 | $5,285-19.2% | $4,932-13.4% | $4,663-8.4% |
| Participant deferral / active EE | $8,666 | $8,419+2.9% | $8,065+7.5% | $6,689+29.5% |
| Admin fee / account holder | $10,278 | $15,035-31.6% | $12,993-20.9% | $13,390-23.2% |