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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 | $42,609 | $160,070-73.4% | $147,117-71.0% | $145,897-70.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 19.21% | 98.69%-79.5pp | 420.54%-401.3pp | 552.29%-533.1pp |
| Employer contribution / active EE | $2,648 | $5,285-49.9% | $4,932-46.3% | $4,663-43.2% |
| Participant deferral / active EE | $5,604 | $8,419-33.4% | $8,065-30.5% | $6,689-16.2% |
| Admin fee / account holder | $1,018 | $15,035-93.2% | $12,993-92.2% | $13,390-92.4% |