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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 | $33,828 | $84,708-60.1% | $75,714-55.3% | $167,536-79.8% |
| Participation rate | 58.8% | 77.8%-19.0pp | 74.8%-16.0pp | 82.1%-23.3pp |
| Annual return | 14.80% | 199.62%-184.8pp | 104.62%-89.8pp | 478.82%-464.0pp |
| Employer contribution / active EE | $1,253 | $3,231-61.2% | $2,744-54.3% | $4,839-74.1% |
| Participant deferral / active EE | $1,901 | $4,577-58.5% | $3,820-50.2% | $6,342-70.0% |
| Admin fee / account holder | $3,565 | $5,358-33.5% | $3,619-1.5% | $12,315-71.1% |