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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 | $62,782 | $160,070-60.8% | $147,117-57.3% | $145,897-57.0% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.9pp | 80.3%-22.0pp |
| Annual return | 12.24% | 98.69%-86.4pp | 420.54%-408.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $2,619 | $5,285-50.4% | $4,932-46.9% | $4,663-43.8% |
| Participant deferral / active EE | $4,431 | $8,419-47.4% | $8,065-45.1% | $6,689-33.8% |
| Admin fee / account holder | $624 | $15,035-95.8% | $12,993-95.2% | $13,390-95.3% |