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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 | $30,838 | $160,070-80.7% | $147,117-79.0% | $145,897-78.9% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 21.28% | 98.69%-77.4pp | 420.54%-399.3pp | 552.29%-531.0pp |
| Employer contribution / active EE | $1,556 | $5,285-70.6% | $4,932-68.5% | $4,663-66.6% |
| Participant deferral / active EE | $5,490 | $8,419-34.8% | $8,065-31.9% | $6,689-17.9% |
| Admin fee / account holder | $677 | $15,035-95.5% | $12,993-94.8% | $13,390-94.9% |