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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 | $38,733 | $96,678-59.9% | $86,640-55.3% | $139,466-72.2% |
| Participation rate | 69.2% | 74.4%-5.2pp | 71.7%-2.5pp | 80.3%-11.1pp |
| Annual return | 16.92% | 106.69%-89.8pp | 592.52%-575.6pp | 373.66%-356.7pp |
| Employer contribution / active EE | $780 | $3,265-76.1% | $3,024-74.2% | $4,754-83.6% |
| Participant deferral / active EE | $2,088 | $4,837-56.8% | $4,438-53.0% | $6,712-68.9% |
| Admin fee / account holder | $2,608 | $6,410-59.3% | $5,616-53.6% | $11,409-77.1% |