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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 | $33,588 | $73,518-54.3% | $63,003-46.7% | $147,585-77.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.8%-14.8pp | 82.8%-22.8pp |
| Annual return | 19.56% | 175.46%-155.9pp | 87.59%-68.0pp | 578.57%-559.0pp |
| Employer contribution / active EE | $1,797 | $3,322-45.9% | $2,760-34.9% | $4,876-63.2% |
| Participant deferral / active EE | $3,704 | $4,183-11.5% | $3,329+11.3% | $5,439-31.9% |
| Admin fee / account holder | $789 | $5,952-86.7% | $3,600-78.1% | $10,885-92.8% |