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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 | $40,438 | $149,040-72.9% | $120,225-66.4% | $137,256-70.5% |
| Participation rate | 57.1% | 75.4%-18.3pp | 69.6%-12.4pp | 80.0%-22.8pp |
| Annual return | 18.01% | 605.68%-587.7pp | 439.23%-421.2pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,326 | $4,350-69.5% | $3,475-61.8% | $4,156-68.1% |
| Participant deferral / active EE | $2,963 | $4,655-36.3% | $3,999-25.9% | $6,407-53.7% |
| Admin fee / account holder | $2,428 | $6,348-61.8% | $5,696-57.4% | $12,270-80.2% |