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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 | $71,584 | $166,242-56.9% | $165,071-56.6% | $145,884-50.9% |
| Participation rate | 30.8% | 82.0%-51.3pp | 78.6%-47.9pp | 80.3%-49.5pp |
| Annual return | 13.61% | 100.44%-86.8pp | 70.17%-56.6pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,729 | $5,283-67.3% | $4,347-60.2% | $4,662-62.9% |
| Participant deferral / active EE | $3,730 | $6,964-46.4% | $6,035-38.2% | $6,690-44.2% |
| Admin fee / account holder | $2,344 | $16,658-85.9% | $12,695-81.5% | $13,392-82.5% |