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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 | $69,902 | $160,028-56.3% | $147,080-52.5% | $145,884-52.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 12.39% | 98.60%-86.2pp | 420.17%-407.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $4,725 | $5,286-10.6% | $4,933-4.2% | $4,662+1.3% |
| Participant deferral / active EE | $9,741 | $8,422+15.7% | $8,066+20.8% | $6,690+45.6% |
| Admin fee / account holder | $7,278 | $15,030-51.6% | $12,989-44.0% | $13,392-45.7% |