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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 | $45,402 | $160,028-71.6% | $147,080-69.1% | $145,884-68.9% |
| Participation rate | 63.2% | 84.0%-20.9pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 15.88% | 98.60%-82.7pp | 420.17%-404.3pp | 551.85%-536.0pp |
| Employer contribution / active EE | $1,859 | $5,286-64.8% | $4,933-62.3% | $4,662-60.1% |
| Participant deferral / active EE | $5,582 | $8,422-33.7% | $8,066-30.8% | $6,690-16.6% |
| Admin fee / account holder | $313 | $15,030-97.9% | $12,989-97.6% | $13,392-97.7% |