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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 | $36,516 | $159,978-77.2% | $147,041-75.2% | $145,978-75.0% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 14.79% | 98.36%-83.6pp | 419.21%-404.4pp | 550.52%-535.7pp |
| Employer contribution / active EE | $1,349 | $5,288-74.5% | $4,935-72.7% | $4,662-71.1% |
| Participant deferral / active EE | $2,846 | $8,429-66.2% | $8,071-64.7% | $6,690-57.5% |
| Admin fee / account holder | $351 | $15,053-97.7% | $13,006-97.3% | $13,400-97.4% |