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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 | $35,116 | $49,199-28.6% | $121,210-71.0% | $75,177-53.3% |
| Participation rate | 27.4% | 55.4%-28.0pp | 69.5%-42.2pp | 67.2%-39.8pp |
| Annual return | 16.54% | 56.04%-39.5pp | 987.41%-970.9pp | 160.75%-144.2pp |
| Employer contribution / active EE | $699 | $1,547-54.8% | $4,171-83.2% | $2,671-73.8% |
| Participant deferral / active EE | $1,623 | $2,630-38.3% | $4,084-60.3% | $4,126-60.7% |
| Admin fee / account holder | $2,083 | $3,946-47.2% | $5,647-63.1% | $5,651-63.1% |