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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 | $34,649 | $209,428-83.5% | $178,498-80.6% | $158,950-78.2% |
| Participation rate | 64.7% | 86.4%-21.6pp | 81.9%-17.2pp | 82.0%-17.3pp |
| Annual return | 17.05% | 188.78%-171.7pp | 151.09%-134.0pp | 302.91%-285.9pp |
| Employer contribution / active EE | $1,738 | $5,707-69.6% | $5,011-65.3% | $4,762-63.5% |
| Participant deferral / active EE | $3,701 | $5,955-37.9% | $5,202-28.9% | $5,983-38.1% |
| Admin fee / account holder | $7,253 | $17,077-57.5% | $13,985-48.1% | $11,248-35.5% |