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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 | $88,556 | $160,028-44.7% | $147,080-39.8% | $145,884-39.3% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 24.79% | 98.60%-73.8pp | 420.17%-395.4pp | 551.85%-527.1pp |
| Employer contribution / active EE | $4,065 | $5,286-23.1% | $4,933-17.6% | $4,662-12.8% |
| Participant deferral / active EE | $6,243 | $8,422-25.9% | $8,066-22.6% | $6,690-6.7% |
| Admin fee / account holder | $18,412 | $15,030+22.5% | $12,989+41.8% | $13,392+37.5% |