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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 | $54,356 | $160,040-66.0% | $147,096-63.0% | $145,877-62.7% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 11.24% | 98.49%-87.3pp | 419.75%-408.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,158 | $5,289-78.1% | $4,936-76.5% | $4,663-75.2% |
| Participant deferral / active EE | $6,906 | $8,429-18.1% | $8,071-14.4% | $6,691+3.2% |
| Admin fee / account holder | $2,152 | $15,050-85.7% | $13,005-83.5% | $13,402-83.9% |