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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 | $84,801 | $160,028-47.0% | $147,080-42.3% | $145,884-41.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.99% | 98.60%-84.6pp | 420.17%-406.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $2,142 | $5,286-59.5% | $4,933-56.6% | $4,662-54.1% |
| Participant deferral / active EE | $3,273 | $8,422-61.1% | $8,066-59.4% | $6,690-51.1% |
| Admin fee / account holder | $1,751 | $15,030-88.4% | $12,989-86.5% | $13,392-86.9% |