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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 | $28,864 | $149,040-80.6% | $120,225-76.0% | $137,256-79.0% |
| Participation rate | 54.5% | 75.4%-20.9pp | 69.6%-15.0pp | 80.0%-25.4pp |
| Annual return | 11.03% | 605.68%-594.7pp | 439.23%-428.2pp | 220.34%-209.3pp |
| Employer contribution / active EE | $977 | $4,350-77.5% | $3,475-71.9% | $4,156-76.5% |
| Participant deferral / active EE | $2,572 | $4,655-44.8% | $3,999-35.7% | $6,407-59.9% |
| Admin fee / account holder | $2,143 | $6,348-66.2% | $5,696-62.4% | $12,270-82.5% |