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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 | $36,066 | $106,008-66.0% | $92,240-60.9% | $147,586-75.6% |
| Participation rate | 69.6% | 80.4%-10.8pp | 76.5%-6.9pp | 82.8%-13.3pp |
| Annual return | 17.00% | 50.05%-33.1pp | 176.29%-159.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $831 | $4,333-80.8% | $3,680-77.4% | $4,876-83.0% |
| Participant deferral / active EE | $1,732 | $4,478-61.3% | $3,897-55.6% | $5,439-68.2% |
| Admin fee / account holder | $5,681 | $6,333-10.3% | $5,194+9.4% | $10,886-47.8% |