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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 | $97,464 | $160,040-39.1% | $147,096-33.7% | $145,877-33.2% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.2%-17.2pp | 80.3%-15.3pp |
| Annual return | 10.20% | 98.49%-88.3pp | 419.75%-409.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,801 | $5,289-65.9% | $4,936-63.5% | $4,663-61.4% |
| Participant deferral / active EE | $4,594 | $8,429-45.5% | $8,071-43.1% | $6,691-31.3% |
| Admin fee / account holder | $2,703 | $15,050-82.0% | $13,005-79.2% | $13,402-79.8% |