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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 | $35,413 | $73,546-51.8% | $63,018-43.8% | $147,586-76.0% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.8%-14.8pp | 82.8%-22.8pp |
| Annual return | 13.19% | 175.56%-162.4pp | 87.62%-74.4pp | 578.59%-565.4pp |
| Employer contribution / active EE | $850 | $3,324-74.4% | $2,761-69.2% | $4,876-82.6% |
| Participant deferral / active EE | $3,736 | $4,185-10.7% | $3,330+12.2% | $5,439-31.3% |
| Admin fee / account holder | $2,361 | $5,956-60.4% | $3,601-34.4% | $10,886-78.3% |