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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 | $32,950 | $114,093-71.1% | $96,171-65.7% | $167,536-80.3% |
| Participation rate | 42.9% | 75.1%-32.2pp | 68.4%-25.6pp | 82.1%-39.3pp |
| Annual return | 13.99% | 190.00%-176.0pp | 192.04%-178.1pp | 478.82%-464.8pp |
| Employer contribution / active EE | $1,100 | $3,429-67.9% | $2,799-60.7% | $4,839-77.3% |
| Participant deferral / active EE | $4,243 | $5,197-18.3% | $4,350-2.5% | $6,342-33.1% |
| Admin fee / account holder | $889 | $6,899-87.1% | $5,538-84.0% | $12,315-92.8% |