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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 | $31,153 | $106,008-70.6% | $92,240-66.2% | $147,586-78.9% |
| Participation rate | 44.4% | 80.4%-36.0pp | 76.5%-32.0pp | 82.8%-38.4pp |
| Annual return | 23.59% | 50.05%-26.5pp | 176.29%-152.7pp | 578.59%-555.0pp |
| Employer contribution / active EE | $936 | $4,333-78.4% | $3,680-74.6% | $4,876-80.8% |
| Participant deferral / active EE | $4,417 | $4,478-1.4% | $3,897+13.3% | $5,439-18.8% |
| Admin fee / account holder | $3,434 | $6,333-45.8% | $5,194-33.9% | $10,886-68.5% |