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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 | $42,111 | $226,105-81.4% | $182,540-76.9% | $152,897-72.5% |
| Participation rate | 47.6% | 82.5%-34.8pp | 78.0%-30.4pp | 82.5%-34.8pp |
| Annual return | 18.50% | 192.58%-174.1pp | 148.58%-130.1pp | 345.43%-326.9pp |
| Employer contribution / active EE | $568 | $4,978-88.6% | $4,076-86.1% | $4,764-88.1% |
| Participant deferral / active EE | $1,611 | $6,370-74.7% | $5,525-70.8% | $5,851-72.5% |
| Admin fee / account holder | $861 | $10,706-92.0% | $8,593-90.0% | $11,599-92.6% |