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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 | $70,359 | $108,701-35.3% | $74,723-5.8% | $152,909-54.0% |
| Participation rate | 42.1% | 65.4%-23.2pp | 54.5%-12.4pp | 82.5%-40.4pp |
| Annual return | 16.20% | 114.12%-97.9pp | 753.18%-737.0pp | 345.46%-329.3pp |
| Employer contribution / active EE | $516 | $1,504-65.7% | $1,084-52.4% | $4,764-89.2% |
| Participant deferral / active EE | $2,716 | $2,709+0.3% | $1,962+38.5% | $5,851-53.6% |
| Admin fee / account holder | $597 | $4,906-87.8% | $3,335-82.1% | $11,601-94.9% |