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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 | $30,957 | $160,028-80.7% | $147,080-79.0% | $145,884-78.8% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 12.66% | 98.60%-85.9pp | 420.17%-407.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $3,588 | $5,286-32.1% | $4,933-27.3% | $4,662-23.0% |
| Participant deferral / active EE | $4,421 | $8,422-47.5% | $8,066-45.2% | $6,690-33.9% |
| Admin fee / account holder | $1,554 | $15,030-89.7% | $12,989-88.0% | $13,392-88.4% |