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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 | $36,065 | $160,028-77.5% | $147,080-75.5% | $145,884-75.3% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 10.36% | 98.60%-88.2pp | 420.17%-409.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $4,578 | $5,286-13.4% | $4,933-7.2% | $4,662-1.8% |
| Participant deferral / active EE | $8,571 | $8,422+1.8% | $8,066+6.3% | $6,690+28.1% |
| Admin fee / account holder | $10,009 | $15,030-33.4% | $12,989-22.9% | $13,392-25.3% |