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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 | $40,079 | $160,070-75.0% | $147,117-72.8% | $145,897-72.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.55% | 98.69%-84.1pp | 420.54%-406.0pp | 552.29%-537.7pp |
| Employer contribution / active EE | $3,832 | $5,285-27.5% | $4,932-22.3% | $4,663-17.8% |
| Participant deferral / active EE | $8,641 | $8,419+2.6% | $8,065+7.1% | $6,689+29.2% |
| Admin fee / account holder | $431 | $15,035-97.1% | $12,993-96.7% | $13,390-96.8% |