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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 | $87,283 | $160,070-45.5% | $147,117-40.7% | $145,897-40.2% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 14.43% | 98.69%-84.3pp | 420.54%-406.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $3,041 | $5,285-42.5% | $4,932-38.4% | $4,663-34.8% |
| Participant deferral / active EE | $7,785 | $8,419-7.5% | $8,065-3.5% | $6,689+16.4% |
| Admin fee / account holder | $1,848 | $15,035-87.7% | $12,993-85.8% | $13,390-86.2% |