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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 | $35,239 | $112,121-68.6% | $95,960-63.3% | $158,966-77.8% |
| Participation rate | 47.4% | 79.0%-31.6pp | 77.1%-29.7pp | 82.0%-34.6pp |
| Annual return | 17.17% | 171.16%-154.0pp | 91.63%-74.5pp | 302.95%-285.8pp |
| Employer contribution / active EE | $1,058 | $3,199-66.9% | $2,541-58.4% | $4,762-77.8% |
| Participant deferral / active EE | $2,493 | $4,784-47.9% | $4,167-40.2% | $5,983-58.3% |
| Admin fee / account holder | $760 | $10,135-92.5% | $6,797-88.8% | $11,250-93.2% |