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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 | $74,032 | $160,028-53.7% | $147,080-49.7% | $145,884-49.3% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 17.04% | 98.60%-81.6pp | 420.17%-403.1pp | 551.85%-534.8pp |
| Employer contribution / active EE | $2,429 | $5,286-54.0% | $4,933-50.8% | $4,662-47.9% |
| Participant deferral / active EE | $4,103 | $8,422-51.3% | $8,066-49.1% | $6,690-38.7% |
| Admin fee / account holder | $593 | $15,030-96.1% | $12,989-95.4% | $13,392-95.6% |