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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 | $86,698 | $160,028-45.8% | $147,080-41.1% | $145,884-40.6% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 15.49% | 98.60%-83.1pp | 420.17%-404.7pp | 551.85%-536.4pp |
| Employer contribution / active EE | $2,019 | $5,286-61.8% | $4,933-59.1% | $4,662-56.7% |
| Participant deferral / active EE | $12,876 | $8,422+52.9% | $8,066+59.6% | $6,690+92.5% |
| Admin fee / account holder | $4,355 | $15,030-71.0% | $12,989-66.5% | $13,392-67.5% |