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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 | $58,513 | $110,093-46.9% | $97,295-39.9% | $145,897-59.9% |
| Participation rate | 25.0% | 75.9%-50.9pp | 72.7%-47.7pp | 80.3%-55.3pp |
| Annual return | 10.61% | 244.76%-234.2pp | 75.62%-65.0pp | 552.29%-541.7pp |
| Employer contribution / active EE | $703 | $3,077-77.2% | $2,723-74.2% | $4,663-84.9% |
| Participant deferral / active EE | $2,123 | $4,678-54.6% | $4,264-50.2% | $6,689-68.3% |
| Admin fee / account holder | $1,000 | $6,212-83.9% | $5,646-82.3% | $13,390-92.5% |