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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 | $43,852 | $160,070-72.6% | $147,117-70.2% | $145,897-69.9% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 15.37% | 98.69%-83.3pp | 420.54%-405.2pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,035 | $5,285-80.4% | $4,932-79.0% | $4,663-77.8% |
| Participant deferral / active EE | $3,449 | $8,419-59.0% | $8,065-57.2% | $6,689-48.4% |
| Admin fee / account holder | $4,353 | $15,035-71.0% | $12,993-66.5% | $13,390-67.5% |