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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 | $34,428 | $160,040-78.5% | $147,096-76.6% | $145,877-76.4% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.2%-17.2pp | 80.3%-15.3pp |
| Annual return | 15.21% | 98.49%-83.3pp | 419.75%-404.5pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,589 | $5,289-51.1% | $4,936-47.6% | $4,663-44.5% |
| Participant deferral / active EE | $4,034 | $8,429-52.1% | $8,071-50.0% | $6,691-39.7% |
| Admin fee / account holder | $1,132 | $15,050-92.5% | $13,005-91.3% | $13,402-91.6% |