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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 | $89,942 | $160,070-43.8% | $147,117-38.9% | $145,897-38.4% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.4pp | 80.3%-21.5pp |
| Annual return | 14.48% | 98.69%-84.2pp | 420.54%-406.1pp | 552.29%-537.8pp |
| Employer contribution / active EE | $4,477 | $5,285-15.3% | $4,932-9.2% | $4,663-4.0% |
| Participant deferral / active EE | $12,272 | $8,419+45.8% | $8,065+52.2% | $6,689+83.5% |
| Admin fee / account holder | $857 | $15,035-94.3% | $12,993-93.4% | $13,390-93.6% |