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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 | $47,415 | $70,121-32.4% | $63,803-25.7% | $138,895-65.9% |
| Participation rate | 42.9% | 77.2%-34.4pp | 72.7%-29.8pp | 79.9%-37.1pp |
| Annual return | 15.56% | 946.48%-930.9pp | 543.72%-528.2pp | 145.39%-129.8pp |
| Employer contribution / active EE | $539 | $2,882-81.3% | $2,532-78.7% | $4,194-87.1% |
| Participant deferral / active EE | $3,141 | $4,535-30.7% | $3,843-18.3% | $6,396-50.9% |
| Admin fee / account holder | $1,127 | $6,738-83.3% | $5,196-78.3% | $12,562-91.0% |