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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 | $35,536 | $90,530-60.7% | $76,030-53.3% | $145,897-75.6% |
| Participation rate | 33.3% | 74.4%-41.1pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 16.56% | 625.08%-608.5pp | 361.54%-345.0pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,093 | $3,319-67.1% | $2,688-59.3% | $4,663-76.6% |
| Participant deferral / active EE | $2,938 | $5,164-43.1% | $4,257-31.0% | $6,689-56.1% |
| Admin fee / account holder | $623 | $8,383-92.6% | $6,421-90.3% | $13,390-95.3% |