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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 | $40,741 | $99,011-58.9% | $86,582-52.9% | $147,586-72.4% |
| Participation rate | 30.0% | 76.3%-46.3pp | 73.5%-43.5pp | 82.8%-52.8pp |
| Annual return | 22.16% | 1312.75%-1290.6pp | 965.08%-942.9pp | 578.59%-556.4pp |
| Employer contribution / active EE | $252 | $3,132-92.0% | $2,839-91.1% | $4,876-94.8% |
| Participant deferral / active EE | $2,876 | $3,972-27.6% | $3,609-20.3% | $5,439-47.1% |
| Admin fee / account holder | $944 | $5,709-83.5% | $4,904-80.8% | $10,886-91.3% |