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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 | $33,511 | $107,363-68.8% | $92,909-63.9% | $152,897-78.1% |
| Participation rate | 52.9% | 79.8%-26.8pp | 76.0%-23.1pp | 82.5%-29.5pp |
| Annual return | 26.98% | 145.63%-118.7pp | 109.44%-82.5pp | 345.43%-318.5pp |
| Employer contribution / active EE | $1,544 | $4,222-63.4% | $3,653-57.7% | $4,764-67.6% |
| Participant deferral / active EE | $2,625 | $4,848-45.9% | $4,238-38.1% | $5,851-55.1% |
| Admin fee / account holder | $3,773 | $7,082-46.7% | $5,795-34.9% | $11,599-67.5% |