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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 | $79,168 | $159,934-50.5% | $147,005-46.1% | $145,959-45.8% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 18.17% | 98.24%-80.1pp | 418.76%-400.6pp | 561.95%-543.8pp |
| Employer contribution / active EE | $1,242 | $5,287-76.5% | $4,934-74.8% | $4,661-73.4% |
| Participant deferral / active EE | $2,940 | $8,427-65.1% | $8,070-63.6% | $6,689-56.0% |
| Admin fee / account holder | $4,023 | $15,053-73.3% | $13,006-69.1% | $13,398-70.0% |