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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 | $63,508 | $160,028-60.3% | $147,080-56.8% | $145,884-56.5% |
| Participation rate | 34.8% | 84.0%-49.2pp | 82.2%-47.4pp | 80.3%-45.5pp |
| Annual return | 13.40% | 98.60%-85.2pp | 420.17%-406.8pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,500 | $5,286-71.6% | $4,933-69.6% | $4,662-67.8% |
| Participant deferral / active EE | $3,649 | $8,422-56.7% | $8,066-54.8% | $6,690-45.5% |
| Admin fee / account holder | $563 | $15,030-96.3% | $12,989-95.7% | $13,392-95.8% |