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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 | $42,576 | $160,040-73.4% | $147,096-71.1% | $145,877-70.8% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.1pp | 80.3%-19.2pp |
| Annual return | 21.49% | 98.49%-77.0pp | 419.75%-398.3pp | 551.28%-529.8pp |
| Employer contribution / active EE | $3,056 | $5,289-42.2% | $4,936-38.1% | $4,663-34.5% |
| Participant deferral / active EE | $6,162 | $8,429-26.9% | $8,071-23.6% | $6,691-7.9% |
| Admin fee / account holder | $6,883 | $15,050-54.3% | $13,005-47.1% | $13,402-48.6% |