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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 | $94,142 | $160,070-41.2% | $147,117-36.0% | $145,897-35.5% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 14.78% | 98.69%-83.9pp | 420.54%-405.8pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,087 | $5,285-79.4% | $4,932-78.0% | $4,663-76.7% |
| Participant deferral / active EE | $4,744 | $8,419-43.7% | $8,065-41.2% | $6,689-29.1% |
| Admin fee / account holder | $1,692 | $15,035-88.7% | $12,993-87.0% | $13,390-87.4% |