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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 | $59,309 | $160,028-62.9% | $147,080-59.7% | $145,884-59.3% |
| Participation rate | 52.9% | 84.0%-31.1pp | 82.2%-29.2pp | 80.3%-27.4pp |
| Annual return | 15.35% | 98.60%-83.2pp | 420.17%-404.8pp | 551.85%-536.5pp |
| Employer contribution / active EE | $1,722 | $5,286-67.4% | $4,933-65.1% | $4,662-63.1% |
| Participant deferral / active EE | $4,368 | $8,422-48.1% | $8,066-45.8% | $6,690-34.7% |
| Admin fee / account holder | $357 | $15,030-97.6% | $12,989-97.3% | $13,392-97.3% |