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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 | $52,196 | $160,040-67.4% | $147,096-64.5% | $145,877-64.2% |
| Participation rate | 38.5% | 84.0%-45.6pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 24.81% | 98.49%-73.7pp | 419.75%-394.9pp | 551.28%-526.5pp |
| Employer contribution / active EE | $1,069 | $5,289-79.8% | $4,936-78.3% | $4,663-77.1% |
| Participant deferral / active EE | $2,770 | $8,429-67.1% | $8,071-65.7% | $6,691-58.6% |
| Admin fee / account holder | $866 | $15,050-94.2% | $13,005-93.3% | $13,402-93.5% |