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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 | $28,168 | $104,953-73.2% | $84,637-66.7% | $152,909-81.6% |
| Participation rate | 40.0% | 74.8%-34.8pp | 68.2%-28.2pp | 82.5%-42.5pp |
| Annual return | 32.11% | 373.94%-341.8pp | 258.82%-226.7pp | 345.46%-313.4pp |
| Employer contribution / active EE | $1,212 | $3,304-63.3% | $2,653-54.3% | $4,764-74.6% |
| Participant deferral / active EE | $1,674 | $4,691-64.3% | $3,900-57.1% | $5,851-71.4% |
| Admin fee / account holder | $1,826 | $6,244-70.8% | $4,914-62.8% | $11,601-84.3% |