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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 | $75,316 | $160,028-52.9% | $147,080-48.8% | $145,884-48.4% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.4pp | 80.3%-21.5pp |
| Annual return | 13.25% | 98.60%-85.3pp | 420.17%-406.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,358 | $5,286-74.3% | $4,933-72.5% | $4,662-70.9% |
| Participant deferral / active EE | $4,222 | $8,422-49.9% | $8,066-47.7% | $6,690-36.9% |
| Admin fee / account holder | $532 | $15,030-96.5% | $12,989-95.9% | $13,392-96.0% |