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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 | $31,537 | $159,978-80.3% | $147,041-78.6% | $145,978-78.4% |
| Participation rate | 41.7% | 84.0%-42.3pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 13.90% | 98.36%-84.5pp | 419.21%-405.3pp | 550.52%-536.6pp |
| Employer contribution / active EE | $3,080 | $5,288-41.8% | $4,935-37.6% | $4,662-33.9% |
| Participant deferral / active EE | $6,235 | $8,429-26.0% | $8,071-22.8% | $6,690-6.8% |
| Admin fee / account holder | $474 | $15,053-96.8% | $13,006-96.4% | $13,400-96.5% |