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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 | $30,491 | $160,040-80.9% | $147,096-79.3% | $145,877-79.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.54% | 98.49%-88.0pp | 419.75%-409.2pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,584 | $5,289-70.1% | $4,936-67.9% | $4,663-66.0% |
| Participant deferral / active EE | $6,977 | $8,429-17.2% | $8,071-13.6% | $6,691+4.3% |
| Admin fee / account holder | $897 | $15,050-94.0% | $13,005-93.1% | $13,402-93.3% |