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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 | $36,875 | $160,070-77.0% | $147,117-74.9% | $145,897-74.7% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.9pp | 80.3%-22.0pp |
| Annual return | 15.75% | 98.69%-82.9pp | 420.54%-404.8pp | 552.29%-536.5pp |
| Employer contribution / active EE | $2,628 | $5,285-50.3% | $4,932-46.7% | $4,663-43.6% |
| Participant deferral / active EE | $6,047 | $8,419-28.2% | $8,065-25.0% | $6,689-9.6% |
| Admin fee / account holder | $8,996 | $15,035-40.2% | $12,993-30.8% | $13,390-32.8% |