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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 | $86,872 | $160,070-45.7% | $147,117-41.0% | $145,897-40.5% |
| Participation rate | 56.3% | 84.0%-27.8pp | 82.2%-25.9pp | 80.3%-24.1pp |
| Annual return | 16.80% | 98.69%-81.9pp | 420.54%-403.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $1,170 | $5,285-77.9% | $4,932-76.3% | $4,663-74.9% |
| Participant deferral / active EE | $4,884 | $8,419-42.0% | $8,065-39.4% | $6,689-27.0% |
| Admin fee / account holder | $3,288 | $15,035-78.1% | $12,993-74.7% | $13,390-75.4% |