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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 | $160,070-40.5% | $147,117-35.3% | $145,897-34.7% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 10.74% | 98.69%-87.9pp | 420.54%-409.8pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,347 | $5,285-74.5% | $4,932-72.7% | $4,663-71.1% |
| Participant deferral / active EE | $5,722 | $8,419-32.0% | $8,065-29.0% | $6,689-14.5% |
| Admin fee / account holder | $445 | $15,035-97.0% | $12,993-96.6% | $13,390-96.7% |