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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 | $159,978-42.6% | $147,041-37.5% | $145,978-37.0% |
| Participation rate | 23.1% | 84.0%-60.9pp | 82.2%-59.1pp | 80.3%-57.2pp |
| Annual return | 11.96% | 98.36%-86.4pp | 419.21%-407.3pp | 550.52%-538.6pp |
| Employer contribution / active EE | $3,254 | $5,288-38.5% | $4,935-34.1% | $4,662-30.2% |
| Participant deferral / active EE | $9,979 | $8,429+18.4% | $8,071+23.6% | $6,690+49.2% |
| Admin fee / account holder | $680 | $15,053-95.5% | $13,006-94.8% | $13,400-94.9% |