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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 | $34,994 | $90,691-61.4% | $76,119-54.0% | $145,884-76.0% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.1%-40.5pp | 80.3%-51.7pp |
| Annual return | 11.49% | 624.52%-613.0pp | 361.25%-349.8pp | 551.85%-540.4pp |
| Employer contribution / active EE | $612 | $3,329-81.6% | $2,693-77.3% | $4,662-86.9% |
| Participant deferral / active EE | $2,612 | $5,167-49.4% | $4,259-38.7% | $6,690-61.0% |
| Admin fee / account holder | $4,318 | $8,383-48.5% | $6,421-32.8% | $13,392-67.8% |