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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 | $95,249 | $160,040-40.5% | $147,096-35.2% | $145,877-34.7% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 10.74% | 98.49%-87.7pp | 419.75%-409.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,347 | $5,289-74.5% | $4,936-72.7% | $4,663-71.1% |
| Participant deferral / active EE | $5,722 | $8,429-32.1% | $8,071-29.1% | $6,691-14.5% |
| Admin fee / account holder | $445 | $15,050-97.0% | $13,005-96.6% | $13,402-96.7% |