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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 | $29,618 | $160,040-81.5% | $147,096-79.9% | $145,877-79.7% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 14.92% | 98.49%-83.6pp | 419.75%-404.8pp | 551.28%-536.4pp |
| Employer contribution / active EE | $2,355 | $5,289-55.5% | $4,936-52.3% | $4,663-49.5% |
| Participant deferral / active EE | $2,958 | $8,429-64.9% | $8,071-63.3% | $6,691-55.8% |
| Admin fee / account holder | $4,567 | $15,050-69.7% | $13,005-64.9% | $13,402-65.9% |