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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 | $92,353 | $160,070-42.3% | $147,117-37.2% | $145,897-36.7% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 14.33% | 98.69%-84.4pp | 420.54%-406.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $3,959 | $5,285-25.1% | $4,932-19.7% | $4,663-15.1% |
| Participant deferral / active EE | $10,080 | $8,419+19.7% | $8,065+25.0% | $6,689+50.7% |
| Admin fee / account holder | $4,788 | $15,035-68.2% | $12,993-63.2% | $13,390-64.2% |