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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 | $74,623 | $58,275+28.1% | $81,844-8.8% | $80,935-7.8% |
| Participation rate | 30.6% | 63.5%-32.9pp | 72.4%-41.8pp | 67.7%-37.0pp |
| Annual return | 13.72% | 41.82%-28.1pp | 778.87%-765.1pp | 35.66%-21.9pp |
| Employer contribution / active EE | $585 | $2,346-75.0% | $2,916-79.9% | $2,757-78.8% |
| Participant deferral / active EE | $3,565 | $3,285+8.5% | $4,323-17.5% | $4,299-17.1% |
| Admin fee / account holder | $497 | $4,749-89.5% | $7,355-93.2% | $6,924-92.8% |