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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 | $160,040-54.2% | $147,096-50.2% | $145,877-49.8% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 13.36% | 98.49%-85.1pp | 419.75%-406.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,837 | $5,289-65.3% | $4,936-62.8% | $4,663-60.6% |
| Participant deferral / active EE | $8,843 | $8,429+4.9% | $8,071+9.6% | $6,691+32.2% |
| Admin fee / account holder | $2,139 | $15,050-85.8% | $13,005-83.6% | $13,402-84.0% |