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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 | $94,414 | $160,070-41.0% | $147,117-35.8% | $145,897-35.3% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 13.58% | 98.69%-85.1pp | 420.54%-407.0pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,320 | $5,285-75.0% | $4,932-73.2% | $4,663-71.7% |
| Participant deferral / active EE | $5,150 | $8,419-38.8% | $8,065-36.1% | $6,689-23.0% |
| Admin fee / account holder | $553 | $15,035-96.3% | $12,993-95.7% | $13,390-95.9% |