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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 | $52,354 | $160,040-67.3% | $147,096-64.4% | $145,877-64.1% |
| Participation rate | 38.9% | 84.0%-45.1pp | 82.2%-43.3pp | 80.3%-41.4pp |
| Annual return | 24.73% | 98.49%-73.8pp | 419.75%-395.0pp | 551.28%-526.6pp |
| Employer contribution / active EE | $3,891 | $5,289-26.4% | $4,936-21.2% | $4,663-16.6% |
| Participant deferral / active EE | $6,405 | $8,429-24.0% | $8,071-20.6% | $6,691-4.3% |
| Admin fee / account holder | $13,265 | $15,050-11.9% | $13,005+2.0% | $13,402-1.0% |