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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 | $58,420 | $160,070-63.5% | $147,117-60.3% | $145,897-60.0% |
| Participation rate | 68.2% | 84.0%-15.8pp | 82.2%-14.0pp | 80.3%-12.1pp |
| Annual return | 14.28% | 98.69%-84.4pp | 420.54%-406.3pp | 552.29%-538.0pp |
| Employer contribution / active EE | $2,041 | $5,285-61.4% | $4,932-58.6% | $4,663-56.2% |
| Participant deferral / active EE | $3,916 | $8,419-53.5% | $8,065-51.4% | $6,689-41.5% |
| Admin fee / account holder | $479 | $15,035-96.8% | $12,993-96.3% | $13,390-96.4% |