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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 | $39,111 | $160,028-75.6% | $147,080-73.4% | $145,884-73.2% |
| Participation rate | 55.0% | 84.0%-29.0pp | 82.2%-27.2pp | 80.3%-25.3pp |
| Annual return | 15.92% | 98.60%-82.7pp | 420.17%-404.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $1,652 | $5,286-68.7% | $4,933-66.5% | $4,662-64.6% |
| Participant deferral / active EE | $4,998 | $8,422-40.7% | $8,066-38.0% | $6,690-25.3% |
| Admin fee / account holder | $2,889 | $15,030-80.8% | $12,989-77.8% | $13,392-78.4% |