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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 | $61,170 | $160,040-61.8% | $147,096-58.4% | $145,877-58.1% |
| Participation rate | 68.2% | 84.0%-15.8pp | 82.2%-14.0pp | 80.3%-12.1pp |
| Annual return | 12.67% | 98.49%-85.8pp | 419.75%-407.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $4,314 | $5,289-18.4% | $4,936-12.6% | $4,663-7.5% |
| Participant deferral / active EE | $10,084 | $8,429+19.6% | $8,071+24.9% | $6,691+50.7% |
| Admin fee / account holder | $3,832 | $15,050-74.5% | $13,005-70.5% | $13,402-71.4% |