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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 | $54,685 | $160,028-65.8% | $147,080-62.8% | $145,884-62.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.88% | 98.60%-84.7pp | 420.17%-406.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $2,530 | $5,286-52.1% | $4,933-48.7% | $4,662-45.7% |
| Participant deferral / active EE | $12,192 | $8,422+44.8% | $8,066+51.1% | $6,690+82.2% |
| Admin fee / account holder | $2,994 | $15,030-80.1% | $12,989-77.0% | $13,392-77.6% |