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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 | $160,028-63.5% | $147,080-60.3% | $145,884-60.0% |
| Participation rate | 68.2% | 84.0%-15.8pp | 82.2%-14.0pp | 80.3%-12.1pp |
| Annual return | 14.28% | 98.60%-84.3pp | 420.17%-405.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $2,041 | $5,286-61.4% | $4,933-58.6% | $4,662-56.2% |
| Participant deferral / active EE | $3,916 | $8,422-53.5% | $8,066-51.5% | $6,690-41.5% |
| Admin fee / account holder | $479 | $15,030-96.8% | $12,989-96.3% | $13,392-96.4% |