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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 | $65,840 | $160,028-58.9% | $147,080-55.2% | $145,884-54.9% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.8pp | 80.3%-11.9pp |
| Annual return | 19.01% | 98.60%-79.6pp | 420.17%-401.2pp | 551.85%-532.8pp |
| Employer contribution / active EE | $2,550 | $5,286-51.8% | $4,933-48.3% | $4,662-45.3% |
| Participant deferral / active EE | $5,948 | $8,422-29.4% | $8,066-26.3% | $6,690-11.1% |
| Admin fee / account holder | $2,473 | $15,030-83.5% | $12,989-81.0% | $13,392-81.5% |