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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 | $48,895 | $160,040-69.4% | $147,096-66.8% | $145,877-66.5% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 10.08% | 98.49%-88.4pp | 419.75%-409.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $2,089 | $5,289-60.5% | $4,936-57.7% | $4,663-55.2% |
| Participant deferral / active EE | $4,271 | $8,429-49.3% | $8,071-47.1% | $6,691-36.2% |
| Admin fee / account holder | $636 | $15,050-95.8% | $13,005-95.1% | $13,402-95.3% |