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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 | $39,319 | $160,040-75.4% | $147,096-73.3% | $145,877-73.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 20.41% | 98.49%-78.1pp | 419.75%-399.3pp | 551.28%-530.9pp |
| Employer contribution / active EE | $4,348 | $5,289-17.8% | $4,936-11.9% | $4,663-6.8% |
| Participant deferral / active EE | $9,238 | $8,429+9.6% | $8,071+14.5% | $6,691+38.1% |
| Admin fee / account holder | $9,345 | $15,050-37.9% | $13,005-28.1% | $13,402-30.3% |