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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 | $42,822 | $160,028-73.2% | $147,080-70.9% | $145,884-70.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.87% | 98.60%-81.7pp | 420.17%-403.3pp | 551.85%-535.0pp |
| Employer contribution / active EE | $1,325 | $5,286-74.9% | $4,933-73.1% | $4,662-71.6% |
| Participant deferral / active EE | $4,503 | $8,422-46.5% | $8,066-44.2% | $6,690-32.7% |
| Admin fee / account holder | $575 | $15,030-96.2% | $12,989-95.6% | $13,392-95.7% |