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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 | $96,771 | $160,028-39.5% | $147,080-34.2% | $145,884-33.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.91% | 98.60%-82.7pp | 420.17%-404.3pp | 551.85%-535.9pp |
| Employer contribution / active EE | $2,456 | $5,286-53.5% | $4,933-50.2% | $4,662-47.3% |
| Participant deferral / active EE | $2,623 | $8,422-68.9% | $8,066-67.5% | $6,690-60.8% |
| Admin fee / account holder | $4,368 | $15,030-70.9% | $12,989-66.4% | $13,392-67.4% |