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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 | $52,695 | $90,489-41.8% | $76,051-30.7% | $145,978-63.9% |
| Participation rate | 36.8% | 74.5%-37.6pp | 69.1%-32.2pp | 80.3%-43.5pp |
| Annual return | 13.70% | 622.78%-609.1pp | 360.42%-346.7pp | 550.52%-536.8pp |
| Employer contribution / active EE | $579 | $3,319-82.6% | $2,690-78.5% | $4,662-87.6% |
| Participant deferral / active EE | $2,716 | $5,164-47.4% | $4,257-36.2% | $6,690-59.4% |
| Admin fee / account holder | $641 | $8,374-92.3% | $6,416-90.0% | $13,400-95.2% |