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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 | $60,490 | $160,040-62.2% | $147,096-58.9% | $145,877-58.5% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.8pp | 80.3%-11.9pp |
| Annual return | 15.62% | 98.49%-82.9pp | 419.75%-404.1pp | 551.28%-535.7pp |
| Employer contribution / active EE | $3,647 | $5,289-31.0% | $4,936-26.1% | $4,663-21.8% |
| Participant deferral / active EE | $5,659 | $8,429-32.9% | $8,071-29.9% | $6,691-15.4% |
| Admin fee / account holder | $2,709 | $15,050-82.0% | $13,005-79.2% | $13,402-79.8% |