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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 | $160,040-77.5% | $147,096-75.5% | $145,877-75.3% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 10.36% | 98.49%-88.1pp | 419.75%-409.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $4,578 | $5,289-13.4% | $4,936-7.2% | $4,663-1.8% |
| Participant deferral / active EE | $8,571 | $8,429+1.7% | $8,071+6.2% | $6,691+28.1% |
| Admin fee / account holder | $10,009 | $15,050-33.5% | $13,005-23.0% | $13,402-25.3% |