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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 | $74,599 | $159,934-53.4% | $147,005-49.3% | $145,959-48.9% |
| Participation rate | 52.6% | 84.0%-31.4pp | 82.2%-29.5pp | 80.3%-27.7pp |
| Annual return | 16.03% | 98.24%-82.2pp | 418.76%-402.7pp | 561.95%-545.9pp |
| Employer contribution / active EE | $1,505 | $5,287-71.5% | $4,934-69.5% | $4,661-67.7% |
| Participant deferral / active EE | $3,934 | $8,427-53.3% | $8,070-51.3% | $6,689-41.2% |
| Admin fee / account holder | $1,963 | $15,053-87.0% | $13,006-84.9% | $13,398-85.3% |