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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 | $81,323 | $159,934-49.2% | $147,005-44.7% | $145,959-44.3% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.8pp |
| Annual return | 11.21% | 98.24%-87.0pp | 418.76%-407.6pp | 561.95%-550.7pp |
| Employer contribution / active EE | $2,038 | $5,287-61.5% | $4,934-58.7% | $4,661-56.3% |
| Participant deferral / active EE | $3,866 | $8,427-54.1% | $8,070-52.1% | $6,689-42.2% |
| Admin fee / account holder | $1,458 | $15,053-90.3% | $13,006-88.8% | $13,398-89.1% |