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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 | $83,039 | $160,070-48.1% | $147,117-43.6% | $145,897-43.1% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 25.90% | 98.69%-72.8pp | 420.54%-394.6pp | 552.29%-526.4pp |
| Employer contribution / active EE | $2,368 | $5,285-55.2% | $4,932-52.0% | $4,663-49.2% |
| Participant deferral / active EE | $5,405 | $8,419-35.8% | $8,065-33.0% | $6,689-19.2% |
| Admin fee / account holder | $6,473 | $15,035-56.9% | $12,993-50.2% | $13,390-51.7% |