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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 | $58,600 | $110,551-47.0% | $80,741-27.4% | $167,536-65.0% |
| Participation rate | 40.9% | 64.0%-23.0pp | 54.2%-13.3pp | 82.1%-41.2pp |
| Annual return | 10.85% | 120.57%-109.7pp | 87.30%-76.5pp | 478.82%-468.0pp |
| Employer contribution / active EE | $361 | $1,543-76.6% | $1,160-68.9% | $4,839-92.6% |
| Participant deferral / active EE | $612 | $2,870-78.7% | $2,145-71.5% | $6,342-90.3% |
| Admin fee / account holder | $4,198 | $4,547-7.7% | $3,380+24.2% | $12,315-65.9% |