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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 | $69,976 | $160,070-56.3% | $147,117-52.4% | $145,897-52.0% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 11.17% | 98.69%-87.5pp | 420.54%-409.4pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,838 | $5,285-65.2% | $4,932-62.7% | $4,663-60.6% |
| Participant deferral / active EE | $5,123 | $8,419-39.2% | $8,065-36.5% | $6,689-23.4% |
| Admin fee / account holder | $3,806 | $15,035-74.7% | $12,993-70.7% | $13,390-71.6% |