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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 | $61,171 | $160,028-61.8% | $147,080-58.4% | $145,884-58.1% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 10.41% | 98.60%-88.2pp | 420.17%-409.8pp | 551.85%-541.4pp |
| Employer contribution / active EE | $1,165 | $5,286-78.0% | $4,933-76.4% | $4,662-75.0% |
| Participant deferral / active EE | $5,393 | $8,422-36.0% | $8,066-33.1% | $6,690-19.4% |
| Admin fee / account holder | $935 | $15,030-93.8% | $12,989-92.8% | $13,392-93.0% |