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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 | $28,035 | $106,008-73.6% | $92,240-69.6% | $147,586-81.0% |
| Participation rate | 42.1% | 80.4%-38.3pp | 76.5%-34.4pp | 82.8%-40.7pp |
| Annual return | 22.79% | 50.05%-27.3pp | 176.29%-153.5pp | 578.59%-555.8pp |
| Employer contribution / active EE | $1,403 | $4,333-67.6% | $3,680-61.9% | $4,876-71.2% |
| Participant deferral / active EE | $3,108 | $4,478-30.6% | $3,897-20.2% | $5,439-42.9% |
| Admin fee / account holder | $6,843 | $6,333+8.0% | $5,194+31.7% | $10,886-37.1% |