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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 | $30,964 | $88,815-65.1% | $81,882-62.2% | $145,897-78.8% |
| Participation rate | 46.7% | 75.1%-28.4pp | 72.4%-25.7pp | 80.3%-33.6pp |
| Annual return | 15.65% | 1033.75%-1018.1pp | 779.47%-763.8pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,132 | $3,086-63.3% | $2,916-61.2% | $4,663-75.7% |
| Participant deferral / active EE | $1,636 | $4,647-64.8% | $4,323-62.2% | $6,689-75.5% |
| Admin fee / account holder | $9,500 | $8,434+12.6% | $7,360+29.1% | $13,390-29.1% |