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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 | $57,247 | $160,070-64.2% | $147,117-61.1% | $145,897-60.8% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 12.92% | 98.69%-85.8pp | 420.54%-407.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,159 | $5,285-78.1% | $4,932-76.5% | $4,663-75.1% |
| Participant deferral / active EE | $4,339 | $8,419-48.5% | $8,065-46.2% | $6,689-35.1% |
| Admin fee / account holder | $755 | $15,035-95.0% | $12,993-94.2% | $13,390-94.4% |