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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 | $38,719 | $106,005-63.5% | $92,239-58.0% | $147,585-73.8% |
| Participation rate | 41.7% | 80.4%-38.7pp | 76.5%-34.8pp | 82.8%-41.2pp |
| Annual return | 14.44% | 50.05%-35.6pp | 176.29%-161.9pp | 578.58%-564.1pp |
| Employer contribution / active EE | $1,029 | $4,333-76.2% | $3,680-72.0% | $4,876-78.9% |
| Participant deferral / active EE | $1,595 | $4,478-64.4% | $3,897-59.1% | $5,439-70.7% |
| Admin fee / account holder | $301 | $6,333-95.2% | $5,194-94.2% | $10,886-97.2% |