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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 | $46,259 | $160,070-71.1% | $147,117-68.6% | $145,897-68.3% |
| Participation rate | 68.2% | 84.0%-15.8pp | 82.2%-14.0pp | 80.3%-12.1pp |
| Annual return | 20.00% | 98.69%-78.7pp | 420.54%-400.5pp | 552.29%-532.3pp |
| Employer contribution / active EE | $2,451 | $5,285-53.6% | $4,932-50.3% | $4,663-47.4% |
| Participant deferral / active EE | $4,247 | $8,419-49.6% | $8,065-47.3% | $6,689-36.5% |
| Admin fee / account holder | $1,119 | $15,035-92.6% | $12,993-91.4% | $13,390-91.6% |