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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 | $30,024 | $96,678-68.9% | $86,640-65.3% | $139,466-78.5% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 15.03% | 106.69%-91.7pp | 592.52%-577.5pp | 373.66%-358.6pp |
| Employer contribution / active EE | $1,575 | $3,265-51.8% | $3,024-47.9% | $4,754-66.9% |
| Participant deferral / active EE | $3,991 | $4,837-17.5% | $4,438-10.1% | $6,712-40.5% |
| Admin fee / account holder | $2,859 | $6,410-55.4% | $5,616-49.1% | $11,409-74.9% |