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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 | $23,069 | $160,070-85.6% | $147,117-84.3% | $145,897-84.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 13.81% | 98.69%-84.9pp | 420.54%-406.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $2,670 | $5,285-49.5% | $4,932-45.9% | $4,663-42.7% |
| Participant deferral / active EE | $4,303 | $8,419-48.9% | $8,065-46.6% | $6,689-35.7% |
| Admin fee / account holder | $1,463 | $15,035-90.3% | $12,993-88.7% | $13,390-89.1% |