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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 | $46,853 | $160,070-70.7% | $147,117-68.2% | $145,897-67.9% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 15.57% | 98.69%-83.1pp | 420.54%-405.0pp | 552.29%-536.7pp |
| Employer contribution / active EE | $4,054 | $5,285-23.3% | $4,932-17.8% | $4,663-13.0% |
| Participant deferral / active EE | $7,873 | $8,419-6.5% | $8,065-2.4% | $6,689+17.7% |
| Admin fee / account holder | $2,380 | $15,035-84.2% | $12,993-81.7% | $13,390-82.2% |