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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 | $97,075 | $160,070-39.4% | $147,117-34.0% | $145,897-33.5% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 11.02% | 98.69%-87.7pp | 420.54%-409.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,602 | $5,285-69.7% | $4,932-67.5% | $4,663-65.7% |
| Participant deferral / active EE | $6,005 | $8,419-28.7% | $8,065-25.5% | $6,689-10.2% |
| Admin fee / account holder | $7,450 | $15,035-50.4% | $12,993-42.7% | $13,390-44.4% |