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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 | $106,264 | $160,028-33.6% | $147,080-27.8% | $145,884-27.2% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 15.75% | 98.60%-82.8pp | 420.17%-404.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $1,149 | $5,286-78.3% | $4,933-76.7% | $4,662-75.4% |
| Participant deferral / active EE | $5,356 | $8,422-36.4% | $8,066-33.6% | $6,690-19.9% |
| Admin fee / account holder | $868 | $15,030-94.2% | $12,989-93.3% | $13,392-93.5% |