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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 | $28,393 | $114,130-75.1% | $96,192-70.5% | $167,553-83.1% |
| Participation rate | 57.1% | 75.1%-17.9pp | 68.4%-11.3pp | 82.1%-25.0pp |
| Annual return | 17.37% | 190.07%-172.7pp | 192.09%-174.7pp | 478.89%-461.5pp |
| Employer contribution / active EE | $2,063 | $3,431-39.9% | $2,799-26.3% | $4,840-57.4% |
| Participant deferral / active EE | $2,992 | $5,198-42.4% | $4,351-31.2% | $6,343-52.8% |
| Admin fee / account holder | $1,200 | $6,901-82.6% | $5,539-78.3% | $12,316-90.3% |