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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 | $33,841 | $102,393-66.9% | $147,041-77.0% | $80,911-58.2% |
| Participation rate | 58.8% | 75.9%-17.0pp | 82.2%-23.3pp | 67.6%-8.8pp |
| Annual return | 24.11% | 134.95%-110.8pp | 419.21%-395.1pp | 35.63%-11.5pp |
| Employer contribution / active EE | $1,971 | $3,715-46.9% | $4,935-60.1% | $2,756-28.5% |
| Participant deferral / active EE | $2,978 | $6,647-55.2% | $8,071-63.1% | $4,297-30.7% |
| Admin fee / account holder | $2,778 | $7,943-65.0% | $13,006-78.6% | $6,935-59.9% |