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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 | $72,102 | $160,070-55.0% | $147,117-51.0% | $145,897-50.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 11.30% | 98.69%-87.4pp | 420.54%-409.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $2,479 | $5,285-53.1% | $4,932-49.8% | $4,663-46.8% |
| Participant deferral / active EE | $10,000 | $8,419+18.8% | $8,065+24.0% | $6,689+49.5% |
| Admin fee / account holder | $19,390 | $15,035+29.0% | $12,993+49.2% | $13,390+44.8% |