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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 | $73,512 | $103,008-28.6% | $90,304-18.6% | $152,897-51.9% |
| Participation rate | 55.0% | 75.9%-20.9pp | 73.3%-18.3pp | 82.5%-27.5pp |
| Annual return | 18.46% | 95.22%-76.8pp | 78.13%-59.7pp | 345.43%-327.0pp |
| Employer contribution / active EE | $284 | $3,139-91.0% | $2,855-90.1% | $4,764-94.0% |
| Participant deferral / active EE | $2,893 | $4,281-32.4% | $3,885-25.5% | $5,851-50.6% |
| Admin fee / account holder | $3,303 | $6,175-46.5% | $5,354-38.3% | $11,599-71.5% |