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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 | $64,166 | $160,040-59.9% | $147,096-56.4% | $145,877-56.0% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 13.78% | 98.49%-84.7pp | 419.75%-406.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,373 | $5,289-74.0% | $4,936-72.2% | $4,663-70.6% |
| Participant deferral / active EE | $7,353 | $8,429-12.8% | $8,071-8.9% | $6,691+9.9% |
| Admin fee / account holder | $3,008 | $15,050-80.0% | $13,005-76.9% | $13,402-77.6% |