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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 | $51,708 | $108,701-52.4% | $74,723-30.8% | $152,909-66.2% |
| Participation rate | 25.0% | 65.4%-40.4pp | 54.5%-29.5pp | 82.5%-57.5pp |
| Annual return | 22.97% | 114.12%-91.1pp | 753.18%-730.2pp | 345.46%-322.5pp |
| Employer contribution / active EE | $408 | $1,504-72.9% | $1,084-62.4% | $4,764-91.4% |
| Participant deferral / active EE | $938 | $2,709-65.4% | $1,962-52.2% | $5,851-84.0% |
| Admin fee / account holder | $576 | $4,906-88.3% | $3,335-82.7% | $11,601-95.0% |