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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 | $49,041 | $160,070-69.4% | $147,117-66.7% | $145,897-66.4% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 18.15% | 98.69%-80.5pp | 420.54%-402.4pp | 552.29%-534.1pp |
| Employer contribution / active EE | $5,891 | $5,285+11.5% | $4,932+19.4% | $4,663+26.4% |
| Participant deferral / active EE | $12,940 | $8,419+53.7% | $8,065+60.5% | $6,689+93.4% |
| Admin fee / account holder | $8,625 | $15,035-42.6% | $12,993-33.6% | $13,390-35.6% |