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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 | $70,679 | $160,028-55.8% | $147,080-51.9% | $145,884-51.6% |
| Participation rate | 17.6% | 84.0%-66.4pp | 82.2%-64.5pp | 80.3%-62.7pp |
| Annual return | 16.77% | 98.60%-81.8pp | 420.17%-403.4pp | 551.85%-535.1pp |
| Employer contribution / active EE | $3,367 | $5,286-36.3% | $4,933-31.8% | $4,662-27.8% |
| Participant deferral / active EE | $7,873 | $8,422-6.5% | $8,066-2.4% | $6,690+17.7% |
| Admin fee / account holder | $1,499 | $15,030-90.0% | $12,989-88.5% | $13,392-88.8% |