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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 | $84,955 | $110,093-22.8% | $97,295-12.7% | $145,897-41.8% |
| Participation rate | 35.7% | 75.9%-40.2pp | 72.7%-36.9pp | 80.3%-44.6pp |
| Annual return | 17.52% | 244.76%-227.2pp | 75.62%-58.1pp | 552.29%-534.8pp |
| Employer contribution / active EE | $722 | $3,077-76.5% | $2,723-73.5% | $4,663-84.5% |
| Participant deferral / active EE | $3,759 | $4,678-19.6% | $4,264-11.8% | $6,689-43.8% |
| Admin fee / account holder | $1,638 | $6,212-73.6% | $5,646-71.0% | $13,390-87.8% |