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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 | $86,489 | $160,040-46.0% | $147,096-41.2% | $145,877-40.7% |
| Participation rate | 47.8% | 84.0%-36.2pp | 82.2%-34.4pp | 80.3%-32.5pp |
| Annual return | 11.39% | 98.49%-87.1pp | 419.75%-408.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,580 | $5,289-70.1% | $4,936-68.0% | $4,663-66.1% |
| Participant deferral / active EE | $3,996 | $8,429-52.6% | $8,071-50.5% | $6,691-40.3% |
| Admin fee / account holder | $755 | $15,050-95.0% | $13,005-94.2% | $13,402-94.4% |