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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 | $46,233 | $160,040-71.1% | $147,096-68.6% | $145,877-68.3% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 12.96% | 98.49%-85.5pp | 419.75%-406.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $1,697 | $5,289-67.9% | $4,936-65.6% | $4,663-63.6% |
| Participant deferral / active EE | $3,181 | $8,429-62.3% | $8,071-60.6% | $6,691-52.5% |
| Admin fee / account holder | $2,986 | $15,050-80.2% | $13,005-77.0% | $13,402-77.7% |