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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 | $34,092 | $103,008-66.9% | $90,304-62.2% | $152,897-77.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 18.46% | 95.22%-76.8pp | 78.13%-59.7pp | 345.43%-327.0pp |
| Employer contribution / active EE | $933 | $3,139-70.3% | $2,855-67.3% | $4,764-80.4% |
| Participant deferral / active EE | $1,022 | $4,281-76.1% | $3,885-73.7% | $5,851-82.5% |
| Admin fee / account holder | $2,779 | $6,175-55.0% | $5,354-48.1% | $11,599-76.0% |