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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 | $25,952 | $160,070-83.8% | $147,117-82.4% | $145,897-82.2% |
| Participation rate | 63.2% | 84.0%-20.9pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 13.29% | 98.69%-85.4pp | 420.54%-407.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,209 | $5,285-77.1% | $4,932-75.5% | $4,663-74.1% |
| Participant deferral / active EE | $2,870 | $8,419-65.9% | $8,065-64.4% | $6,689-57.1% |
| Admin fee / account holder | $2,122 | $15,035-85.9% | $12,993-83.7% | $13,390-84.2% |