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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 | $36,722 | $106,008-65.4% | $92,240-60.2% | $147,586-75.1% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 17.27% | 50.05%-32.8pp | 176.29%-159.0pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,276 | $4,333-70.5% | $3,680-65.3% | $4,876-73.8% |
| Participant deferral / active EE | $3,807 | $4,478-15.0% | $3,897-2.3% | $5,439-30.0% |
| Admin fee / account holder | $1,151 | $6,333-81.8% | $5,194-77.8% | $10,886-89.4% |