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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 | $39,970 | $73,518-45.6% | $63,005-36.6% | $147,585-72.9% |
| Participation rate | 21.1% | 77.9%-56.8pp | 74.8%-53.8pp | 82.8%-61.8pp |
| Annual return | 21.48% | 175.46%-154.0pp | 87.59%-66.1pp | 578.58%-557.1pp |
| Employer contribution / active EE | $446 | $3,322-86.6% | $2,760-83.8% | $4,876-90.8% |
| Participant deferral / active EE | $1,411 | $4,183-66.3% | $3,329-57.6% | $5,439-74.1% |
| Admin fee / account holder | $549 | $5,952-90.8% | $3,599-84.8% | $10,886-95.0% |