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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 | $73,225 | $160,070-54.3% | $147,117-50.2% | $145,897-49.8% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.9pp | 80.3%-22.0pp |
| Annual return | 13.36% | 98.69%-85.3pp | 420.54%-407.2pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,837 | $5,285-65.2% | $4,932-62.7% | $4,663-60.6% |
| Participant deferral / active EE | $8,843 | $8,419+5.0% | $8,065+9.7% | $6,689+32.2% |
| Admin fee / account holder | $2,139 | $15,035-85.8% | $12,993-83.5% | $13,390-84.0% |