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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 | $31,991 | $107,363-70.2% | $92,909-65.6% | $152,897-79.1% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.5%-45.0pp |
| Annual return | 20.65% | 145.63%-125.0pp | 109.44%-88.8pp | 345.43%-324.8pp |
| Employer contribution / active EE | $901 | $4,222-78.7% | $3,653-75.3% | $4,764-81.1% |
| Participant deferral / active EE | $6,220 | $4,848+28.3% | $4,238+46.8% | $5,851+6.3% |
| Admin fee / account holder | $481 | $7,082-93.2% | $5,795-91.7% | $11,599-95.9% |