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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 | $160,028-59.9% | $147,080-56.4% | $145,884-56.0% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 13.78% | 98.60%-84.8pp | 420.17%-406.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,373 | $5,286-74.0% | $4,933-72.2% | $4,662-70.6% |
| Participant deferral / active EE | $7,353 | $8,422-12.7% | $8,066-8.8% | $6,690+9.9% |
| Admin fee / account holder | $3,008 | $15,030-80.0% | $12,989-76.8% | $13,392-77.5% |