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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 | $32,933 | $88,778-62.9% | $81,844-59.8% | $145,884-77.4% |
| Participation rate | 31.6% | 75.1%-43.5pp | 72.4%-40.8pp | 80.3%-48.7pp |
| Annual return | 16.48% | 1033.03%-1016.6pp | 778.87%-762.4pp | 551.85%-535.4pp |
| Employer contribution / active EE | $1,030 | $3,087-66.6% | $2,916-64.7% | $4,662-77.9% |
| Participant deferral / active EE | $1,288 | $4,648-72.3% | $4,323-70.2% | $6,690-80.7% |
| Admin fee / account holder | $2,650 | $8,430-68.6% | $7,355-64.0% | $13,392-80.2% |