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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 | $41,192 | $160,028-74.3% | $147,080-72.0% | $145,884-71.8% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 18.40% | 98.60%-80.2pp | 420.17%-401.8pp | 551.85%-533.5pp |
| Employer contribution / active EE | $3,289 | $5,286-37.8% | $4,933-33.3% | $4,662-29.4% |
| Participant deferral / active EE | $10,059 | $8,422+19.4% | $8,066+24.7% | $6,690+50.4% |
| Admin fee / account holder | $3,041 | $15,030-79.8% | $12,989-76.6% | $13,392-77.3% |