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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 | $60,443 | $106,008-43.0% | $92,240-34.5% | $147,586-59.0% |
| Participation rate | 38.9% | 80.4%-41.5pp | 76.5%-37.6pp | 82.8%-43.9pp |
| Annual return | 17.43% | 50.05%-32.6pp | 176.29%-158.9pp | 578.59%-561.2pp |
| Employer contribution / active EE | $815 | $4,333-81.2% | $3,680-77.9% | $4,876-83.3% |
| Participant deferral / active EE | $1,222 | $4,478-72.7% | $3,897-68.6% | $5,439-77.5% |
| Admin fee / account holder | $12,893 | $6,333+103.6% | $5,194+148.2% | $10,886+18.4% |