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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 | $39,420 | $124,175-68.3% | $108,405-63.6% | $167,536-76.5% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 10.95% | 1380.13%-1369.2pp | 905.55%-894.6pp | 478.82%-467.9pp |
| Employer contribution / active EE | $2,006 | $4,188-52.1% | $3,559-43.6% | $4,839-58.5% |
| Participant deferral / active EE | $3,969 | $6,908-42.6% | $6,563-39.5% | $6,342-37.4% |
| Admin fee / account holder | $3,674 | $9,457-61.2% | $7,297-49.7% | $12,315-70.2% |