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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 | $20,760 | $176,077-88.2% | $159,455-87.0% | $167,518-87.6% |
| Participation rate | 42.9% | 84.9%-42.1pp | 82.8%-40.0pp | 82.1%-39.3pp |
| Annual return | 34.24% | 331.83%-297.6pp | 263.63%-229.4pp | 478.71%-444.5pp |
| Employer contribution / active EE | $1,797 | $5,298-66.1% | $4,830-62.8% | $4,838-62.9% |
| Participant deferral / active EE | $4,863 | $7,751-37.3% | $7,353-33.9% | $6,342-23.3% |
| Admin fee / account holder | $999 | $12,556-92.0% | $10,800-90.7% | $12,312-91.9% |