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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 | $48,798 | $160,070-69.5% | $147,117-66.8% | $145,897-66.6% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 12.34% | 98.69%-86.3pp | 420.54%-408.2pp | 552.29%-539.9pp |
| Employer contribution / active EE | $2,019 | $5,285-61.8% | $4,932-59.1% | $4,663-56.7% |
| Participant deferral / active EE | $4,616 | $8,419-45.2% | $8,065-42.8% | $6,689-31.0% |
| Admin fee / account holder | $1,286 | $15,035-91.4% | $12,993-90.1% | $13,390-90.4% |