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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 | $52,392 | $160,070-67.3% | $147,117-64.4% | $145,897-64.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 14.02% | 98.69%-84.7pp | 420.54%-406.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,540 | $5,285-70.9% | $4,932-68.8% | $4,663-67.0% |
| Participant deferral / active EE | $7,029 | $8,419-16.5% | $8,065-12.8% | $6,689+5.1% |
| Admin fee / account holder | $486 | $15,035-96.8% | $12,993-96.3% | $13,390-96.4% |