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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 | $38,064 | $96,691-60.6% | $86,656-56.1% | $139,487-72.7% |
| Participation rate | 47.1% | 74.4%-27.4pp | 71.7%-24.6pp | 80.3%-33.3pp |
| Annual return | 16.94% | 106.87%-89.9pp | 593.09%-576.2pp | 373.84%-356.9pp |
| Employer contribution / active EE | $1,071 | $3,267-67.2% | $3,025-64.6% | $4,755-77.5% |
| Participant deferral / active EE | $1,735 | $4,838-64.1% | $4,439-60.9% | $6,713-74.2% |
| Admin fee / account holder | $919 | $6,414-85.7% | $5,619-83.6% | $11,407-91.9% |