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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 | $77,331 | $160,070-51.7% | $147,117-47.4% | $145,897-47.0% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 13.74% | 98.69%-84.9pp | 420.54%-406.8pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,626 | $5,285-69.2% | $4,932-67.0% | $4,663-65.1% |
| Participant deferral / active EE | $6,176 | $8,419-26.6% | $8,065-23.4% | $6,689-7.7% |
| Admin fee / account holder | $313 | $15,035-97.9% | $12,993-97.6% | $13,390-97.7% |