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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 | $89,807 | $160,070-43.9% | $147,117-39.0% | $145,897-38.4% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.9pp |
| Annual return | 13.09% | 98.69%-85.6pp | 420.54%-407.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,438 | $5,285-72.8% | $4,932-70.8% | $4,663-69.2% |
| Participant deferral / active EE | $6,447 | $8,419-23.4% | $8,065-20.1% | $6,689-3.6% |
| Admin fee / account holder | $4,161 | $15,035-72.3% | $12,993-68.0% | $13,390-68.9% |