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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 | $32,170 | $160,028-79.9% | $147,080-78.1% | $145,884-77.9% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.8pp | 80.3%-11.9pp |
| Annual return | 15.50% | 98.60%-83.1pp | 420.17%-404.7pp | 551.85%-536.3pp |
| Employer contribution / active EE | $2,745 | $5,286-48.1% | $4,933-44.4% | $4,662-41.1% |
| Participant deferral / active EE | $5,530 | $8,422-34.3% | $8,066-31.4% | $6,690-17.3% |
| Admin fee / account holder | $515 | $15,030-96.6% | $12,989-96.0% | $13,392-96.2% |