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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 | $91,894 | $160,028-42.6% | $147,080-37.5% | $145,884-37.0% |
| Participation rate | 23.1% | 84.0%-60.9pp | 82.2%-59.1pp | 80.3%-57.2pp |
| Annual return | 11.96% | 98.60%-86.6pp | 420.17%-408.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $3,254 | $5,286-38.4% | $4,933-34.0% | $4,662-30.2% |
| Participant deferral / active EE | $9,979 | $8,422+18.5% | $8,066+23.7% | $6,690+49.2% |
| Admin fee / account holder | $680 | $15,030-95.5% | $12,989-94.8% | $13,392-94.9% |