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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 | $35,398 | $84,708-58.2% | $75,714-53.2% | $167,536-78.9% |
| Participation rate | 63.2% | 77.8%-14.7pp | 74.8%-11.7pp | 82.1%-19.0pp |
| Annual return | 13.22% | 199.62%-186.4pp | 104.62%-91.4pp | 478.82%-465.6pp |
| Employer contribution / active EE | $1,043 | $3,231-67.7% | $2,744-62.0% | $4,839-78.4% |
| Participant deferral / active EE | $2,169 | $4,577-52.6% | $3,820-43.2% | $6,342-65.8% |
| Admin fee / account holder | $507 | $5,358-90.5% | $3,619-86.0% | $12,315-95.9% |