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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 | $71,392 | $160,028-55.4% | $147,080-51.5% | $145,884-51.1% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 13.16% | 98.60%-85.4pp | 420.17%-407.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $4,196 | $5,286-20.6% | $4,933-14.9% | $4,662-10.0% |
| Participant deferral / active EE | $8,519 | $8,422+1.2% | $8,066+5.6% | $6,690+27.3% |
| Admin fee / account holder | $15,908 | $15,030+5.8% | $12,989+22.5% | $13,392+18.8% |