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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 | $27,783 | $102,382-72.9% | $147,005-81.1% | $80,874-65.6% |
| Participation rate | 45.7% | 75.8%-30.1pp | 82.2%-36.4pp | 67.6%-21.9pp |
| Annual return | 33.49% | 134.89%-101.4pp | 418.76%-385.3pp | 35.62%-2.1pp |
| Employer contribution / active EE | $1,431 | $3,715-61.5% | $4,934-71.0% | $2,756-48.1% |
| Participant deferral / active EE | $3,709 | $6,646-44.2% | $8,070-54.0% | $4,297-13.7% |
| Admin fee / account holder | $687 | $7,942-91.4% | $13,006-94.7% | $6,935-90.1% |