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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 | $52,195 | $160,070-67.4% | $147,117-64.5% | $145,897-64.2% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 13.90% | 98.69%-84.8pp | 420.54%-406.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,709 | $5,285-67.7% | $4,932-65.4% | $4,663-63.4% |
| Participant deferral / active EE | $3,146 | $8,419-62.6% | $8,065-61.0% | $6,689-53.0% |
| Admin fee / account holder | $2,811 | $15,035-81.3% | $12,993-78.4% | $13,390-79.0% |