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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 | $86,917 | $160,028-45.7% | $147,080-40.9% | $145,884-40.4% |
| Participation rate | 27.3% | 84.0%-56.7pp | 82.2%-54.9pp | 80.3%-53.0pp |
| Annual return | 15.10% | 98.60%-83.5pp | 420.17%-405.1pp | 551.85%-536.8pp |
| Employer contribution / active EE | $4,023 | $5,286-23.9% | $4,933-18.4% | $4,662-13.7% |
| Participant deferral / active EE | $5,940 | $8,422-29.5% | $8,066-26.4% | $6,690-11.2% |
| Admin fee / account holder | $444 | $15,030-97.0% | $12,989-96.6% | $13,392-96.7% |