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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 | $29,928 | $73,518-59.3% | $63,003-52.5% | $147,585-79.7% |
| Participation rate | 61.5% | 77.9%-16.3pp | 74.8%-13.3pp | 82.8%-21.3pp |
| Annual return | 14.72% | 175.46%-160.7pp | 87.59%-72.9pp | 578.57%-563.9pp |
| Employer contribution / active EE | $1,028 | $3,322-69.1% | $2,760-62.8% | $4,876-78.9% |
| Participant deferral / active EE | $1,071 | $4,183-74.4% | $3,329-67.8% | $5,439-80.3% |
| Admin fee / account holder | $4,299 | $5,952-27.8% | $3,600+19.4% | $10,885-60.5% |