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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 | $31,569 | $160,040-80.3% | $147,096-78.5% | $145,877-78.4% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.2%-17.5pp | 80.3%-15.6pp |
| Annual return | 14.43% | 98.49%-84.1pp | 419.75%-405.3pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,361 | $5,289-74.3% | $4,936-72.4% | $4,663-70.8% |
| Participant deferral / active EE | $3,270 | $8,429-61.2% | $8,071-59.5% | $6,691-51.1% |
| Admin fee / account holder | $1,528 | $15,050-89.8% | $13,005-88.3% | $13,402-88.6% |