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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 | $41,962 | $160,028-73.8% | $147,080-71.5% | $145,884-71.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 28.78% | 98.60%-69.8pp | 420.17%-391.4pp | 551.85%-523.1pp |
| Employer contribution / active EE | $6,145 | $5,286+16.2% | $4,933+24.6% | $4,662+31.8% |
| Participant deferral / active EE | $6,575 | $8,422-21.9% | $8,066-18.5% | $6,690-1.7% |
| Admin fee / account holder | $7,847 | $15,030-47.8% | $12,989-39.6% | $13,392-41.4% |