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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 | $37,302 | $166,242-77.6% | $165,071-77.4% | $145,884-74.4% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.6%-23.1pp | 80.3%-24.7pp |
| Annual return | 10.57% | 100.44%-89.9pp | 70.17%-59.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $2,846 | $5,283-46.1% | $4,347-34.5% | $4,662-38.9% |
| Participant deferral / active EE | $4,383 | $6,964-37.1% | $6,035-27.4% | $6,690-34.5% |
| Admin fee / account holder | $3,281 | $16,658-80.3% | $12,695-74.2% | $13,392-75.5% |