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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 | $38,413 | $90,691-57.6% | $76,119-49.5% | $145,884-73.7% |
| Participation rate | 40.9% | 74.5%-33.6pp | 69.1%-28.2pp | 80.3%-39.4pp |
| Annual return | 16.07% | 624.52%-608.4pp | 361.25%-345.2pp | 551.85%-535.8pp |
| Employer contribution / active EE | $846 | $3,329-74.6% | $2,693-68.6% | $4,662-81.9% |
| Participant deferral / active EE | $2,163 | $5,167-58.1% | $4,259-49.2% | $6,690-67.7% |
| Admin fee / account holder | $6,646 | $8,383-20.7% | $6,421+3.5% | $13,392-50.4% |