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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 | $62,593 | $159,978-60.9% | $147,041-57.4% | $145,978-57.1% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 12.50% | 98.36%-85.9pp | 419.21%-406.7pp | 550.52%-538.0pp |
| Employer contribution / active EE | $1,194 | $5,288-77.4% | $4,935-75.8% | $4,662-74.4% |
| Participant deferral / active EE | $3,144 | $8,429-62.7% | $8,071-61.0% | $6,690-53.0% |
| Admin fee / account holder | $3,615 | $15,053-76.0% | $13,006-72.2% | $13,400-73.0% |