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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 | $33,607 | $160,070-79.0% | $147,117-77.2% | $145,897-77.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.18% | 98.69%-83.5pp | 420.54%-405.4pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,796 | $5,285-66.0% | $4,932-63.6% | $4,663-61.5% |
| Participant deferral / active EE | $4,195 | $8,419-50.2% | $8,065-48.0% | $6,689-37.3% |
| Admin fee / account holder | $7,203 | $15,035-52.1% | $12,993-44.6% | $13,390-46.2% |