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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 | $29,532 | $58,391-49.4% | $76,667-61.5% | $72,976-59.5% |
| Participation rate | 23.5% | 67.4%-43.8pp | 72.1%-48.6pp | 69.5%-46.0pp |
| Annual return | 23.60% | 2306.65%-2283.0pp | 1166.74%-1143.1pp | 81.02%-57.4pp |
| Employer contribution / active EE | $487 | $1,787-72.7% | $2,303-78.8% | $2,440-80.0% |
| Participant deferral / active EE | $1,301 | $2,690-51.6% | $3,336-61.0% | $3,608-63.9% |
| Admin fee / account holder | $2,633 | $4,014-34.4% | $6,423-59.0% | $5,124-48.6% |