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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 | $62,429 | $160,040-61.0% | $147,096-57.6% | $145,877-57.2% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 19.80% | 98.49%-78.7pp | 419.75%-399.9pp | 551.28%-531.5pp |
| Employer contribution / active EE | $1,852 | $5,289-65.0% | $4,936-62.5% | $4,663-60.3% |
| Participant deferral / active EE | $3,097 | $8,429-63.3% | $8,071-61.6% | $6,691-53.7% |
| Admin fee / account holder | $403 | $15,050-97.3% | $13,005-96.9% | $13,402-97.0% |