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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 | $50,622 | $166,268-69.6% | $165,100-69.3% | $145,897-65.3% |
| Participation rate | 38.5% | 82.0%-43.6pp | 78.6%-40.2pp | 80.3%-41.8pp |
| Annual return | 13.17% | 100.52%-87.3pp | 70.21%-57.0pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,183 | $5,284-77.6% | $4,348-72.8% | $4,663-74.6% |
| Participant deferral / active EE | $5,611 | $6,964-19.4% | $6,035-7.0% | $6,689-16.1% |
| Admin fee / account holder | $2,151 | $16,659-87.1% | $12,696-83.1% | $13,390-83.9% |