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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 | $52,704 | $160,070-67.1% | $147,117-64.2% | $145,897-63.9% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.6pp |
| Annual return | 15.81% | 98.69%-82.9pp | 420.54%-404.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $3,061 | $5,285-42.1% | $4,932-37.9% | $4,663-34.3% |
| Participant deferral / active EE | $7,611 | $8,419-9.6% | $8,065-5.6% | $6,689+13.8% |
| Admin fee / account holder | $21,834 | $15,035+45.2% | $12,993+68.0% | $13,390+63.1% |