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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 | $78,880 | $160,040-50.7% | $147,096-46.4% | $145,877-45.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.61% | 98.49%-84.9pp | 419.75%-406.1pp | 551.28%-537.7pp |
| Employer contribution / active EE | $1,595 | $5,289-69.8% | $4,936-67.7% | $4,663-65.8% |
| Participant deferral / active EE | $17,000 | $8,429+101.7% | $8,071+110.6% | $6,691+154.1% |
| Admin fee / account holder | $737 | $15,050-95.1% | $13,005-94.3% | $13,402-94.5% |