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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 | $32,144 | $159,934-79.9% | $147,005-78.1% | $145,959-78.0% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.2%-17.2pp | 80.3%-15.3pp |
| Annual return | 14.16% | 98.24%-84.1pp | 418.76%-404.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $2,305 | $5,287-56.4% | $4,934-53.3% | $4,661-50.5% |
| Participant deferral / active EE | $3,679 | $8,427-56.3% | $8,070-54.4% | $6,689-45.0% |
| Admin fee / account holder | $8,734 | $15,053-42.0% | $13,006-32.9% | $13,398-34.8% |