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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 | $23,796 | $106,008-77.6% | $92,240-74.2% | $147,586-83.9% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.5%-36.5pp | 82.8%-42.8pp |
| Annual return | 13.06% | 50.05%-37.0pp | 176.29%-163.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $798 | $4,333-81.6% | $3,680-78.3% | $4,876-83.6% |
| Participant deferral / active EE | $4,420 | $4,478-1.3% | $3,897+13.4% | $5,439-18.7% |
| Admin fee / account holder | $2,625 | $6,333-58.5% | $5,194-49.5% | $10,886-75.9% |