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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 | $81,937 | $114,093-28.2% | $96,171-14.8% | $167,536-51.1% |
| Participation rate | 31.6% | 75.1%-43.5pp | 68.4%-36.9pp | 82.1%-50.5pp |
| Annual return | 24.35% | 190.00%-165.6pp | 192.04%-167.7pp | 478.82%-454.5pp |
| Employer contribution / active EE | $1,662 | $3,429-51.5% | $2,799-40.6% | $4,839-65.7% |
| Participant deferral / active EE | $2,397 | $5,197-53.9% | $4,350-44.9% | $6,342-62.2% |
| Admin fee / account holder | $515 | $6,899-92.5% | $5,538-90.7% | $12,315-95.8% |