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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 | $50,358 | $160,070-68.5% | $147,117-65.8% | $145,897-65.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 17.32% | 98.69%-81.4pp | 420.54%-403.2pp | 552.29%-535.0pp |
| Employer contribution / active EE | $1,196 | $5,285-77.4% | $4,932-75.7% | $4,663-74.3% |
| Participant deferral / active EE | $3,906 | $8,419-53.6% | $8,065-51.6% | $6,689-41.6% |
| Admin fee / account holder | $2,345 | $15,035-84.4% | $12,993-82.0% | $13,390-82.5% |