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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 | $86,906 | $160,070-45.7% | $147,117-40.9% | $145,897-40.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.15% | 98.69%-83.5pp | 420.54%-405.4pp | 552.29%-537.1pp |
| Employer contribution / active EE | $4,243 | $5,285-19.7% | $4,932-14.0% | $4,663-9.0% |
| Participant deferral / active EE | $11,092 | $8,419+31.7% | $8,065+37.5% | $6,689+65.8% |
| Admin fee / account holder | $12,562 | $15,035-16.4% | $12,993-3.3% | $13,390-6.2% |