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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 | $28,421 | $160,070-82.2% | $147,117-80.7% | $145,897-80.5% |
| Participation rate | 68.2% | 84.0%-15.8pp | 82.2%-14.0pp | 80.3%-12.1pp |
| Annual return | 23.42% | 98.69%-75.3pp | 420.54%-397.1pp | 552.29%-528.9pp |
| Employer contribution / active EE | $1,095 | $5,285-79.3% | $4,932-77.8% | $4,663-76.5% |
| Participant deferral / active EE | $3,134 | $8,419-62.8% | $8,065-61.1% | $6,689-53.2% |
| Admin fee / account holder | $1,114 | $15,035-92.6% | $12,993-91.4% | $13,390-91.7% |