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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 | $29,399 | $96,643-69.6% | $86,617-66.1% | $139,456-78.9% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 39.50% | 106.57%-67.1pp | 591.91%-552.4pp | 373.45%-333.9pp |
| Employer contribution / active EE | $1,482 | $3,264-54.6% | $3,023-51.0% | $4,753-68.8% |
| Participant deferral / active EE | $4,357 | $4,835-9.9% | $4,437-1.8% | $6,711-35.1% |
| Admin fee / account holder | $456 | $6,406-92.9% | $5,613-91.9% | $11,407-96.0% |