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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 | $31,111 | $96,678-67.8% | $86,640-64.1% | $139,466-77.7% |
| Participation rate | 42.9% | 74.4%-31.6pp | 71.7%-28.9pp | 80.3%-37.5pp |
| Annual return | 15.78% | 106.69%-90.9pp | 592.52%-576.7pp | 373.66%-357.9pp |
| Employer contribution / active EE | $1,546 | $3,265-52.7% | $3,024-48.9% | $4,754-67.5% |
| Participant deferral / active EE | $4,379 | $4,837-9.5% | $4,438-1.3% | $6,712-34.8% |
| Admin fee / account holder | $353 | $6,410-94.5% | $5,616-93.7% | $11,409-96.9% |