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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 | $40,424 | $104,953-61.5% | $84,637-52.2% | $152,909-73.6% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | 20.96% | 373.94%-353.0pp | 258.82%-237.9pp | 345.46%-324.5pp |
| Employer contribution / active EE | $483 | $3,304-85.4% | $2,653-81.8% | $4,764-89.9% |
| Participant deferral / active EE | $901 | $4,691-80.8% | $3,900-76.9% | $5,851-84.6% |
| Admin fee / account holder | $1,183 | $6,244-81.1% | $4,914-75.9% | $11,601-89.8% |