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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 | $51,184 | $159,978-68.0% | $147,041-65.2% | $145,978-64.9% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 12.26% | 98.36%-86.1pp | 419.21%-407.0pp | 550.52%-538.3pp |
| Employer contribution / active EE | $1,056 | $5,288-80.0% | $4,935-78.6% | $4,662-77.3% |
| Participant deferral / active EE | $5,133 | $8,429-39.1% | $8,071-36.4% | $6,690-23.3% |
| Admin fee / account holder | $9,695 | $15,053-35.6% | $13,006-25.5% | $13,400-27.6% |