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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 | $39,103 | $160,028-75.6% | $147,080-73.4% | $145,884-73.2% |
| Participation rate | 38.5% | 84.0%-45.6pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 18.34% | 98.60%-80.3pp | 420.17%-401.8pp | 551.85%-533.5pp |
| Employer contribution / active EE | $1,193 | $5,286-77.4% | $4,933-75.8% | $4,662-74.4% |
| Participant deferral / active EE | $2,650 | $8,422-68.5% | $8,066-67.1% | $6,690-60.4% |
| Admin fee / account holder | $1,474 | $15,030-90.2% | $12,989-88.7% | $13,392-89.0% |