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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 | $63,754 | $106,008-39.9% | $92,240-30.9% | $147,586-56.8% |
| Participation rate | 45.5% | 80.4%-35.0pp | 76.5%-31.0pp | 82.8%-37.4pp |
| Annual return | 18.48% | 50.05%-31.6pp | 176.29%-157.8pp | 578.59%-560.1pp |
| Employer contribution / active EE | $1,176 | $4,333-72.9% | $3,680-68.0% | $4,876-75.9% |
| Participant deferral / active EE | $3,712 | $4,478-17.1% | $3,897-4.7% | $5,439-31.7% |
| Admin fee / account holder | $490 | $6,333-92.3% | $5,194-90.6% | $10,886-95.5% |