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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 | $30,847 | $176,077-82.5% | $159,455-80.7% | $167,518-81.6% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 12.22% | 331.83%-319.6pp | 263.63%-251.4pp | 478.71%-466.5pp |
| Employer contribution / active EE | $1,222 | $5,298-76.9% | $4,830-74.7% | $4,838-74.7% |
| Participant deferral / active EE | $5,958 | $7,751-23.1% | $7,353-19.0% | $6,342-6.0% |
| Admin fee / account holder | $26,502 | $12,556+111.1% | $10,800+145.4% | $12,312+115.2% |