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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 | $64,168 | $124,175-48.3% | $108,405-40.8% | $167,536-61.7% |
| Participation rate | 55.6% | 82.3%-26.7pp | 80.1%-24.6pp | 82.1%-26.6pp |
| Annual return | 11.23% | 1380.13%-1368.9pp | 905.55%-894.3pp | 478.82%-467.6pp |
| Employer contribution / active EE | $2,788 | $4,188-33.4% | $3,559-21.7% | $4,839-42.4% |
| Participant deferral / active EE | $6,979 | $6,908+1.0% | $6,563+6.3% | $6,342+10.0% |
| Admin fee / account holder | $4,621 | $9,457-51.1% | $7,297-36.7% | $12,315-62.5% |