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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 | $46,856 | $160,070-70.7% | $147,117-68.2% | $145,897-67.9% |
| Participation rate | 35.7% | 84.0%-48.3pp | 82.2%-46.5pp | 80.3%-44.6pp |
| Annual return | 15.34% | 98.69%-83.3pp | 420.54%-405.2pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,937 | $5,285-63.3% | $4,932-60.7% | $4,663-58.5% |
| Participant deferral / active EE | $2,599 | $8,419-69.1% | $8,065-67.8% | $6,689-61.2% |
| Admin fee / account holder | $7,114 | $15,035-52.7% | $12,993-45.2% | $13,390-46.9% |