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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 | $39,126 | $107,363-63.6% | $92,909-57.9% | $152,897-74.4% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.5%-25.3pp |
| Annual return | 41.18% | 145.63%-104.4pp | 109.44%-68.3pp | 345.43%-304.2pp |
| Employer contribution / active EE | $1,358 | $4,222-67.8% | $3,653-62.8% | $4,764-71.5% |
| Participant deferral / active EE | $10,063 | $4,848+107.6% | $4,238+137.5% | $5,851+72.0% |
| Admin fee / account holder | $1,279 | $7,082-81.9% | $5,795-77.9% | $11,599-89.0% |