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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 | $30,578 | $160,040-80.9% | $147,096-79.2% | $145,877-79.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.97% | 98.49%-86.5pp | 419.75%-407.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,425 | $5,289-73.1% | $4,936-71.1% | $4,663-69.4% |
| Participant deferral / active EE | $2,877 | $8,429-65.9% | $8,071-64.4% | $6,691-57.0% |
| Admin fee / account holder | $570 | $15,050-96.2% | $13,005-95.6% | $13,402-95.8% |