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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 | $82,043 | $160,040-48.7% | $147,096-44.2% | $145,877-43.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 10.04% | 98.49%-88.5pp | 419.75%-409.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $2,662 | $5,289-49.7% | $4,936-46.1% | $4,663-42.9% |
| Participant deferral / active EE | $7,653 | $8,429-9.2% | $8,071-5.2% | $6,691+14.4% |
| Admin fee / account holder | $10,569 | $15,050-29.8% | $13,005-18.7% | $13,402-21.1% |