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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 | $28,379 | $90,691-68.7% | $76,119-62.7% | $145,884-80.5% |
| Participation rate | 45.5% | 74.5%-29.0pp | 69.1%-23.6pp | 80.3%-34.8pp |
| Annual return | 35.22% | 624.52%-589.3pp | 361.25%-326.0pp | 551.85%-516.6pp |
| Employer contribution / active EE | $1,079 | $3,329-67.6% | $2,693-59.9% | $4,662-76.9% |
| Participant deferral / active EE | $3,188 | $5,167-38.3% | $4,259-25.1% | $6,690-52.3% |
| Admin fee / account holder | $1,669 | $8,383-80.1% | $6,421-74.0% | $13,392-87.5% |