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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 | $83,586 | $160,040-47.8% | $147,096-43.2% | $145,877-42.7% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 16.49% | 98.49%-82.0pp | 419.75%-403.3pp | 551.28%-534.8pp |
| Employer contribution / active EE | $3,982 | $5,289-24.7% | $4,936-19.3% | $4,663-14.6% |
| Participant deferral / active EE | $8,399 | $8,429-0.4% | $8,071+4.1% | $6,691+25.5% |
| Admin fee / account holder | $9,454 | $15,050-37.2% | $13,005-27.3% | $13,402-29.5% |