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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 | $38,422 | $160,028-76.0% | $147,080-73.9% | $145,884-73.7% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 12.90% | 98.60%-85.7pp | 420.17%-407.3pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,430 | $5,286-73.0% | $4,933-71.0% | $4,662-69.3% |
| Participant deferral / active EE | $5,139 | $8,422-39.0% | $8,066-36.3% | $6,690-23.2% |
| Admin fee / account holder | $424 | $15,030-97.2% | $12,989-96.7% | $13,392-96.8% |