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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 | $74,312 | $114,093-34.9% | $96,171-22.7% | $167,536-55.6% |
| Participation rate | 30.8% | 75.1%-44.3pp | 68.4%-37.7pp | 82.1%-51.3pp |
| Annual return | 16.26% | 190.00%-173.7pp | 192.04%-175.8pp | 478.82%-462.6pp |
| Employer contribution / active EE | $576 | $3,429-83.2% | $2,799-79.4% | $4,839-88.1% |
| Participant deferral / active EE | $3,073 | $5,197-40.9% | $4,350-29.4% | $6,342-51.5% |
| Admin fee / account holder | $1,260 | $6,899-81.7% | $5,538-77.3% | $12,315-89.8% |