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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 | $29,626 | $92,743-68.1% | $82,744-64.2% | $134,532-78.0% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | 205.26% | 946.63%-741.4pp | 702.22%-497.0pp | 418.27%-213.0pp |
| Employer contribution / active EE | $631 | $3,273-80.7% | $3,008-79.0% | $4,741-86.7% |
| Participant deferral / active EE | $999 | $4,802-79.2% | $4,395-77.3% | $6,401-84.4% |
| Admin fee / account holder | $1,981 | $5,977-66.9% | $5,325-62.8% | $11,429-82.7% |