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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 | $67,024 | $160,040-58.1% | $147,096-54.4% | $145,877-54.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.22% | 98.49%-85.3pp | 419.75%-406.5pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,710 | $5,289-67.7% | $4,936-65.4% | $4,663-63.3% |
| Participant deferral / active EE | $5,000 | $8,429-40.7% | $8,071-38.1% | $6,691-25.3% |
| Admin fee / account holder | $9,756 | $15,050-35.2% | $13,005-25.0% | $13,402-27.2% |