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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 | $74,198 | $160,070-53.6% | $147,117-49.6% | $145,897-49.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.04% | 98.69%-84.7pp | 420.54%-406.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,007 | $5,285-62.0% | $4,932-59.3% | $4,663-57.0% |
| Participant deferral / active EE | $8,075 | $8,419-4.1% | $8,065+0.1% | $6,689+20.7% |
| Admin fee / account holder | $2,822 | $15,035-81.2% | $12,993-78.3% | $13,390-78.9% |