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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 | $35,436 | $160,040-77.9% | $147,096-75.9% | $145,877-75.7% |
| Participation rate | 68.2% | 84.0%-15.8pp | 82.2%-14.0pp | 80.3%-12.1pp |
| Annual return | 11.38% | 98.49%-87.1pp | 419.75%-408.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,885 | $5,289-64.4% | $4,936-61.8% | $4,663-59.6% |
| Participant deferral / active EE | $4,029 | $8,429-52.2% | $8,071-50.1% | $6,691-39.8% |
| Admin fee / account holder | $631 | $15,050-95.8% | $13,005-95.1% | $13,402-95.3% |