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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 | $26,134 | $160,070-83.7% | $147,117-82.2% | $145,897-82.1% |
| Participation rate | 45.8% | 84.0%-38.2pp | 82.2%-36.4pp | 80.3%-34.5pp |
| Annual return | 11.16% | 98.69%-87.5pp | 420.54%-409.4pp | 552.29%-541.1pp |
| Employer contribution / active EE | $2,028 | $5,285-61.6% | $4,932-58.9% | $4,663-56.5% |
| Participant deferral / active EE | $5,906 | $8,419-29.9% | $8,065-26.8% | $6,689-11.7% |
| Admin fee / account holder | $1,419 | $15,035-90.6% | $12,993-89.1% | $13,390-89.4% |