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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 | $79,267 | $106,003-25.2% | $92,236-14.1% | $147,585-46.3% |
| Participation rate | 35.7% | 80.4%-44.7pp | 76.5%-40.8pp | 82.8%-47.1pp |
| Annual return | 10.33% | 50.05%-39.7pp | 176.29%-166.0pp | 578.57%-568.2pp |
| Employer contribution / active EE | $1,506 | $4,333-65.2% | $3,679-59.1% | $4,876-69.1% |
| Participant deferral / active EE | $3,529 | $4,478-21.2% | $3,897-9.4% | $5,439-35.1% |
| Admin fee / account holder | $304 | $6,333-95.2% | $5,194-94.2% | $10,885-97.2% |