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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 | $75,726 | $96,678-21.7% | $86,640-12.6% | $139,466-45.7% |
| Participation rate | 29.4% | 74.4%-45.0pp | 71.7%-42.3pp | 80.3%-50.9pp |
| Annual return | 11.62% | 106.69%-95.1pp | 592.52%-580.9pp | 373.66%-362.0pp |
| Employer contribution / active EE | $789 | $3,265-75.8% | $3,024-73.9% | $4,754-83.4% |
| Participant deferral / active EE | $986 | $4,837-79.6% | $4,438-77.8% | $6,712-85.3% |
| Admin fee / account holder | $3,302 | $6,410-48.5% | $5,616-41.2% | $11,409-71.1% |