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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 | $34,534 | $159,978-78.4% | $147,041-76.5% | $145,978-76.3% |
| Participation rate | 45.0% | 84.0%-39.0pp | 82.2%-37.2pp | 80.3%-35.3pp |
| Annual return | 13.11% | 98.36%-85.3pp | 419.21%-406.1pp | 550.52%-537.4pp |
| Employer contribution / active EE | $1,208 | $5,288-77.2% | $4,935-75.5% | $4,662-74.1% |
| Participant deferral / active EE | $3,900 | $8,429-53.7% | $8,071-51.7% | $6,690-41.7% |
| Admin fee / account holder | $1,313 | $15,053-91.3% | $13,006-89.9% | $13,400-90.2% |