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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 | $46,053 | $160,028-71.2% | $147,080-68.7% | $145,884-68.4% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 19.99% | 98.60%-78.6pp | 420.17%-400.2pp | 551.85%-531.9pp |
| Employer contribution / active EE | $2,901 | $5,286-45.1% | $4,933-41.2% | $4,662-37.8% |
| Participant deferral / active EE | $6,553 | $8,422-22.2% | $8,066-18.8% | $6,690-2.0% |
| Admin fee / account holder | $345 | $15,030-97.7% | $12,989-97.3% | $13,392-97.4% |