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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 | $66,659 | $160,040-58.3% | $147,096-54.7% | $145,877-54.3% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 27.08% | 98.49%-71.4pp | 419.75%-392.7pp | 551.28%-524.2pp |
| Employer contribution / active EE | $1,902 | $5,289-64.0% | $4,936-61.5% | $4,663-59.2% |
| Participant deferral / active EE | $5,803 | $8,429-31.2% | $8,071-28.1% | $6,691-13.3% |
| Admin fee / account holder | $12,908 | $15,050-14.2% | $13,005-0.8% | $13,402-3.7% |