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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 | $120,802 | $160,070-24.5% | $147,117-17.9% | $145,897-17.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 12.72% | 98.69%-86.0pp | 420.54%-407.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,635 | $5,285-69.1% | $4,932-66.9% | $4,663-64.9% |
| Participant deferral / active EE | $5,257 | $8,419-37.6% | $8,065-34.8% | $6,689-21.4% |
| Admin fee / account holder | $1,003 | $15,035-93.3% | $12,993-92.3% | $13,390-92.5% |