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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 | $30,682 | $107,353-71.4% | $92,903-67.0% | $152,885-79.9% |
| Participation rate | 27.3% | 79.8%-52.5pp | 76.0%-48.7pp | 82.5%-55.2pp |
| Annual return | 82.37% | 145.62%-63.2pp | 109.43%-27.1pp | 345.39%-263.0pp |
| Employer contribution / active EE | $1,115 | $4,222-73.6% | $3,653-69.5% | $4,763-76.6% |
| Participant deferral / active EE | $2,415 | $4,848-50.2% | $4,238-43.0% | $5,851-58.7% |
| Admin fee / account holder | $654 | $7,081-90.8% | $5,795-88.7% | $11,598-94.4% |