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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 | $62,361 | $160,070-61.0% | $147,117-57.6% | $145,897-57.3% |
| Participation rate | 38.9% | 84.0%-45.1pp | 82.2%-43.3pp | 80.3%-41.4pp |
| Annual return | 17.21% | 98.69%-81.5pp | 420.54%-403.3pp | 552.29%-535.1pp |
| Employer contribution / active EE | $1,131 | $5,285-78.6% | $4,932-77.1% | $4,663-75.7% |
| Participant deferral / active EE | $4,229 | $8,419-49.8% | $8,065-47.6% | $6,689-36.8% |
| Admin fee / account holder | $10,591 | $15,035-29.6% | $12,993-18.5% | $13,390-20.9% |