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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 | $36,210 | $160,028-77.4% | $147,080-75.4% | $145,884-75.2% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.4pp | 80.3%-21.5pp |
| Annual return | 18.50% | 98.60%-80.1pp | 420.17%-401.7pp | 551.85%-533.3pp |
| Employer contribution / active EE | $1,932 | $5,286-63.5% | $4,933-60.8% | $4,662-58.6% |
| Participant deferral / active EE | $4,386 | $8,422-47.9% | $8,066-45.6% | $6,690-34.4% |
| Admin fee / account holder | $884 | $15,030-94.1% | $12,989-93.2% | $13,392-93.4% |