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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 | $72,073 | $160,040-55.0% | $147,096-51.0% | $145,877-50.6% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 10.18% | 98.49%-88.3pp | 419.75%-409.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,461 | $5,289-72.4% | $4,936-70.4% | $4,663-68.7% |
| Participant deferral / active EE | $2,629 | $8,429-68.8% | $8,071-67.4% | $6,691-60.7% |
| Admin fee / account holder | $23,948 | $15,050+59.1% | $13,005+84.1% | $13,402+78.7% |