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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 | $71,055 | $160,070-55.6% | $147,117-51.7% | $145,897-51.3% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 10.67% | 98.69%-88.0pp | 420.54%-409.9pp | 552.29%-541.6pp |
| Employer contribution / active EE | $3,962 | $5,285-25.0% | $4,932-19.7% | $4,663-15.0% |
| Participant deferral / active EE | $6,548 | $8,419-22.2% | $8,065-18.8% | $6,689-2.1% |
| Admin fee / account holder | $7,860 | $15,035-47.7% | $12,993-39.5% | $13,390-41.3% |