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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 | $159,934-48.1% | $147,005-43.5% | $145,959-43.1% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 25.90% | 98.24%-72.3pp | 418.76%-392.9pp | 561.95%-536.1pp |
| Employer contribution / active EE | $2,368 | $5,287-55.2% | $4,934-52.0% | $4,661-49.2% |
| Participant deferral / active EE | $5,405 | $8,427-35.9% | $8,070-33.0% | $6,689-19.2% |
| Admin fee / account holder | $6,473 | $15,053-57.0% | $13,006-50.2% | $13,398-51.7% |