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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 | $43,765 | $96,691-54.7% | $86,656-49.5% | $139,487-68.6% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 21.52% | 106.87%-85.3pp | 593.09%-571.6pp | 373.84%-352.3pp |
| Employer contribution / active EE | $1,929 | $3,267-41.0% | $3,025-36.2% | $4,755-59.4% |
| Participant deferral / active EE | $4,660 | $4,838-3.7% | $4,439+5.0% | $6,713-30.6% |
| Admin fee / account holder | $3,025 | $6,414-52.8% | $5,619-46.2% | $11,407-73.5% |