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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 | $71,023 | $159,978-55.6% | $147,041-51.7% | $145,978-51.3% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.8pp |
| Annual return | 14.67% | 98.36%-83.7pp | 419.21%-404.5pp | 550.52%-535.8pp |
| Employer contribution / active EE | $1,610 | $5,288-69.6% | $4,935-67.4% | $4,662-65.5% |
| Participant deferral / active EE | $7,761 | $8,429-7.9% | $8,071-3.8% | $6,690+16.0% |
| Admin fee / account holder | $4,235 | $15,053-71.9% | $13,006-67.4% | $13,400-68.4% |