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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 | $54,349 | $160,070-66.0% | $147,117-63.1% | $145,897-62.7% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 21.01% | 98.69%-77.7pp | 420.54%-399.5pp | 552.29%-531.3pp |
| Employer contribution / active EE | $2,233 | $5,285-57.7% | $4,932-54.7% | $4,663-52.1% |
| Participant deferral / active EE | $5,620 | $8,419-33.2% | $8,065-30.3% | $6,689-16.0% |
| Admin fee / account holder | $729 | $15,035-95.2% | $12,993-94.4% | $13,390-94.6% |