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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 | $41,961 | $88,815-52.8% | $81,882-48.8% | $145,897-71.2% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.8pp | 80.3%-16.7pp |
| Annual return | 9.66% | 1033.75%-1024.1pp | 779.47%-769.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $2,020 | $3,086-34.5% | $2,916-30.7% | $4,663-56.7% |
| Participant deferral / active EE | $4,702 | $4,647+1.2% | $4,323+8.8% | $6,689-29.7% |
| Admin fee / account holder | $723 | $8,434-91.4% | $7,360-90.2% | $13,390-94.6% |