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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 | $37,122 | $99,921-62.8% | $85,009-56.3% | $145,959-74.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 13.36% | 83.89%-70.5pp | 66.47%-53.1pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,225 | $3,233-62.1% | $2,728-55.1% | $4,661-73.7% |
| Participant deferral / active EE | $1,531 | $5,293-71.1% | $4,522-66.1% | $6,689-77.1% |
| Admin fee / account holder | $621 | $7,252-91.4% | $6,153-89.9% | $13,398-95.4% |