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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 | $37,464 | $96,643-61.2% | $86,617-56.7% | $139,456-73.1% |
| Participation rate | 58.3% | 74.4%-16.1pp | 71.7%-13.4pp | 80.3%-22.0pp |
| Annual return | 12.80% | 106.57%-93.8pp | 591.91%-579.1pp | 373.45%-360.7pp |
| Employer contribution / active EE | $901 | $3,264-72.4% | $3,023-70.2% | $4,753-81.0% |
| Participant deferral / active EE | $3,289 | $4,835-32.0% | $4,437-25.9% | $6,711-51.0% |
| Admin fee / account holder | $485 | $6,406-92.4% | $5,613-91.4% | $11,407-95.7% |