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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 | $39,048 | $160,028-75.6% | $147,080-73.5% | $145,884-73.2% |
| Participation rate | 38.5% | 84.0%-45.6pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 11.73% | 98.60%-86.9pp | 420.17%-408.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,045 | $5,286-80.2% | $4,933-78.8% | $4,662-77.6% |
| Participant deferral / active EE | $2,847 | $8,422-66.2% | $8,066-64.7% | $6,690-57.4% |
| Admin fee / account holder | $731 | $15,030-95.1% | $12,989-94.4% | $13,392-94.5% |