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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 | $30,862 | $160,028-80.7% | $147,080-79.0% | $145,884-78.8% |
| Participation rate | 68.2% | 84.0%-15.8pp | 82.2%-14.0pp | 80.3%-12.1pp |
| Annual return | 15.95% | 98.60%-82.6pp | 420.17%-404.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $1,386 | $5,286-73.8% | $4,933-71.9% | $4,662-70.3% |
| Participant deferral / active EE | $4,401 | $8,422-47.7% | $8,066-45.4% | $6,690-34.2% |
| Admin fee / account holder | $1,065 | $15,030-92.9% | $12,989-91.8% | $13,392-92.0% |