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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 | $70,995 | $160,028-55.6% | $147,080-51.7% | $145,884-51.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.81% | 98.60%-87.8pp | 420.17%-409.4pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,632 | $5,286-69.1% | $4,933-66.9% | $4,662-65.0% |
| Participant deferral / active EE | $7,302 | $8,422-13.3% | $8,066-9.5% | $6,690+9.2% |
| Admin fee / account holder | $26,762 | $15,030+78.1% | $12,989+106.0% | $13,392+99.8% |