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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 | $64,392 | $110,093-41.5% | $97,295-33.8% | $145,897-55.9% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 11.78% | 244.76%-233.0pp | 75.62%-63.8pp | 552.29%-540.5pp |
| Employer contribution / active EE | $637 | $3,077-79.3% | $2,723-76.6% | $4,663-86.3% |
| Participant deferral / active EE | $5,253 | $4,678+12.3% | $4,264+23.2% | $6,689-21.5% |
| Admin fee / account holder | $389 | $6,212-93.7% | $5,646-93.1% | $13,390-97.1% |