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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 | $52,175 | $160,028-67.4% | $147,080-64.5% | $145,884-64.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.68% | 98.60%-87.9pp | 420.17%-409.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,489 | $5,286-71.8% | $4,933-69.8% | $4,662-68.1% |
| Participant deferral / active EE | $5,075 | $8,422-39.7% | $8,066-37.1% | $6,690-24.1% |
| Admin fee / account holder | $2,712 | $15,030-82.0% | $12,989-79.1% | $13,392-79.7% |