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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 | $32,288 | $88,815-63.6% | $81,882-60.6% | $145,897-77.9% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.8pp | 80.3%-16.7pp |
| Annual return | 13.13% | 1033.75%-1020.6pp | 779.47%-766.3pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,449 | $3,086-53.1% | $2,916-50.3% | $4,663-68.9% |
| Participant deferral / active EE | $3,853 | $4,647-17.1% | $4,323-10.9% | $6,689-42.4% |
| Admin fee / account holder | $5,887 | $8,434-30.2% | $7,360-20.0% | $13,390-56.0% |