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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 | $33,070 | $159,978-79.3% | $147,041-77.5% | $145,978-77.3% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 11.41% | 98.36%-87.0pp | 419.21%-407.8pp | 550.52%-539.1pp |
| Employer contribution / active EE | $3,398 | $5,288-35.7% | $4,935-31.1% | $4,662-27.1% |
| Participant deferral / active EE | $6,897 | $8,429-18.2% | $8,071-14.5% | $6,690+3.1% |
| Admin fee / account holder | $1,908 | $15,053-87.3% | $13,006-85.3% | $13,400-85.8% |