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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 | $20,390 | $160,070-87.3% | $147,117-86.1% | $145,897-86.0% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.9pp | 80.3%-22.0pp |
| Annual return | 10.41% | 98.69%-88.3pp | 420.54%-410.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,585 | $5,285-70.0% | $4,932-67.9% | $4,663-66.0% |
| Participant deferral / active EE | $2,604 | $8,419-69.1% | $8,065-67.7% | $6,689-61.1% |
| Admin fee / account holder | $636 | $15,035-95.8% | $12,993-95.1% | $13,390-95.3% |