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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 | $24,801 | $90,607-72.6% | $79,467-68.8% | $135,380-81.7% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | 9.59% | 977.74%-968.1pp | 718.30%-708.7pp | 519.81%-510.2pp |
| Employer contribution / active EE | $1,461 | $3,068-52.4% | $2,800-47.8% | $4,779-69.4% |
| Participant deferral / active EE | $2,315 | $4,050-42.8% | $3,704-37.5% | $5,609-58.7% |
| Admin fee / account holder | $2,152 | $5,895-63.5% | $5,104-57.8% | $10,828-80.1% |