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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 | $30,757 | $160,028-80.8% | $147,080-79.1% | $145,884-78.9% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 12.12% | 98.60%-86.5pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,259 | $5,286-76.2% | $4,933-74.5% | $4,662-73.0% |
| Participant deferral / active EE | $2,995 | $8,422-64.4% | $8,066-62.9% | $6,690-55.2% |
| Admin fee / account holder | $5,494 | $15,030-63.4% | $12,989-57.7% | $13,392-59.0% |