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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 | $28,490 | $160,070-82.2% | $147,117-80.6% | $145,897-80.5% |
| Participation rate | 47.4% | 84.0%-36.7pp | 82.2%-34.8pp | 80.3%-32.9pp |
| Annual return | 14.74% | 98.69%-83.9pp | 420.54%-405.8pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,322 | $5,285-75.0% | $4,932-73.2% | $4,663-71.6% |
| Participant deferral / active EE | $3,295 | $8,419-60.9% | $8,065-59.1% | $6,689-50.7% |
| Admin fee / account holder | $1,145 | $15,035-92.4% | $12,993-91.2% | $13,390-91.4% |