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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 | $59,298 | $102,595-42.2% | $94,057-37.0% | $154,746-61.7% |
| Participation rate | 41.7% | 76.0%-34.3pp | 73.3%-31.7pp | 80.7%-39.0pp |
| Annual return | 17.37% | 583.42%-566.0pp | 480.62%-463.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $902 | $3,147-71.4% | $2,933-69.3% | $4,379-79.4% |
| Participant deferral / active EE | $2,334 | $5,118-54.4% | $4,709-50.4% | $6,730-65.3% |
| Admin fee / account holder | $8,328 | $7,736+7.7% | $7,244+15.0% | $14,365-42.0% |