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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 | $34,696 | $160,070-78.3% | $147,117-76.4% | $145,897-76.2% |
| Participation rate | 23.5% | 84.0%-60.5pp | 82.2%-58.7pp | 80.3%-56.8pp |
| Annual return | 14.32% | 98.69%-84.4pp | 420.54%-406.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,329 | $5,285-74.9% | $4,932-73.1% | $4,663-71.5% |
| Participant deferral / active EE | $3,840 | $8,419-54.4% | $8,065-52.4% | $6,689-42.6% |
| Admin fee / account holder | $7,088 | $15,035-52.9% | $12,993-45.4% | $13,390-47.1% |