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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 | $61,095 | $160,070-61.8% | $147,117-58.5% | $145,897-58.1% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 13.95% | 98.69%-84.7pp | 420.54%-406.6pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,245 | $5,285-57.5% | $4,932-54.5% | $4,663-51.9% |
| Participant deferral / active EE | $7,546 | $8,419-10.4% | $8,065-6.4% | $6,689+12.8% |
| Admin fee / account holder | $1,968 | $15,035-86.9% | $12,993-84.9% | $13,390-85.3% |