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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 | $24,601 | $107,363-77.1% | $92,909-73.5% | $152,897-83.9% |
| Participation rate | 52.6% | 79.8%-27.2pp | 76.0%-23.4pp | 82.5%-29.8pp |
| Annual return | 12.49% | 145.63%-133.1pp | 109.44%-96.9pp | 345.43%-332.9pp |
| Employer contribution / active EE | $1,418 | $4,222-66.4% | $3,653-61.2% | $4,764-70.2% |
| Participant deferral / active EE | $2,956 | $4,848-39.0% | $4,238-30.3% | $5,851-49.5% |
| Admin fee / account holder | $517 | $7,082-92.7% | $5,795-91.1% | $11,599-95.5% |