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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 | $31,887 | $144,130-77.9% | $117,861-72.9% | $147,586-78.4% |
| Participation rate | 53.8% | 83.4%-29.6pp | 79.7%-25.8pp | 82.8%-29.0pp |
| Annual return | 12.69% | 531.20%-518.5pp | 335.11%-322.4pp | 578.59%-565.9pp |
| Employer contribution / active EE | $1,031 | $4,897-78.9% | $3,786-72.8% | $4,876-78.9% |
| Participant deferral / active EE | $4,723 | $5,316-11.2% | $4,482+5.4% | $5,439-13.2% |
| Admin fee / account holder | $6,665 | $10,887-38.8% | $8,021-16.9% | $10,886-38.8% |