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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 | $94,865 | $160,028-40.7% | $147,080-35.5% | $145,884-35.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 13.10% | 98.60%-85.5pp | 420.17%-407.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $2,706 | $5,286-48.8% | $4,933-45.1% | $4,662-42.0% |
| Participant deferral / active EE | $4,829 | $8,422-42.7% | $8,066-40.1% | $6,690-27.8% |
| Admin fee / account holder | $1,259 | $15,030-91.6% | $12,989-90.3% | $13,392-90.6% |