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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 | $43,247 | $160,028-73.0% | $147,080-70.6% | $145,884-70.4% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 11.18% | 98.60%-87.4pp | 420.17%-409.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $2,010 | $5,286-62.0% | $4,933-59.3% | $4,662-56.9% |
| Participant deferral / active EE | $6,080 | $8,422-27.8% | $8,066-24.6% | $6,690-9.1% |
| Admin fee / account holder | $504 | $15,030-96.6% | $12,989-96.1% | $13,392-96.2% |