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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 | $95,286 | $160,040-40.5% | $147,096-35.2% | $145,877-34.7% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 10.09% | 98.49%-88.4pp | 419.75%-409.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $3,228 | $5,289-39.0% | $4,936-34.6% | $4,663-30.8% |
| Participant deferral / active EE | $6,322 | $8,429-25.0% | $8,071-21.7% | $6,691-5.5% |
| Admin fee / account holder | $2,882 | $15,050-80.9% | $13,005-77.8% | $13,402-78.5% |