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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 | $69,500 | $160,070-56.6% | $147,117-52.8% | $145,897-52.4% |
| Participation rate | 56.3% | 84.0%-27.8pp | 82.2%-25.9pp | 80.3%-24.1pp |
| Annual return | 15.48% | 98.69%-83.2pp | 420.54%-405.1pp | 552.29%-536.8pp |
| Employer contribution / active EE | $1,850 | $5,285-65.0% | $4,932-62.5% | $4,663-60.3% |
| Participant deferral / active EE | $4,960 | $8,419-41.1% | $8,065-38.5% | $6,689-25.9% |
| Admin fee / account holder | $973 | $15,035-93.5% | $12,993-92.5% | $13,390-92.7% |