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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 | $30,600 | $159,934-80.9% | $147,005-79.2% | $145,959-79.0% |
| Participation rate | 45.8% | 84.0%-38.2pp | 82.2%-36.3pp | 80.3%-34.5pp |
| Annual return | 15.49% | 98.24%-82.8pp | 418.76%-403.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $4,781 | $5,287-9.6% | $4,934-3.1% | $4,661+2.6% |
| Participant deferral / active EE | $10,342 | $8,427+22.7% | $8,070+28.2% | $6,689+54.6% |
| Admin fee / account holder | $9,450 | $15,053-37.2% | $13,006-27.3% | $13,398-29.5% |