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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 | $60,471 | $106,005-43.0% | $92,239-34.4% | $147,585-59.0% |
| Participation rate | 39.1% | 80.4%-41.3pp | 76.5%-37.4pp | 82.8%-43.7pp |
| Annual return | 13.58% | 50.05%-36.5pp | 176.29%-162.7pp | 578.58%-565.0pp |
| Employer contribution / active EE | $784 | $4,333-81.9% | $3,680-78.7% | $4,876-83.9% |
| Participant deferral / active EE | $1,388 | $4,478-69.0% | $3,897-64.4% | $5,439-74.5% |
| Admin fee / account holder | $1,796 | $6,333-71.6% | $5,194-65.4% | $10,886-83.5% |