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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 | $35,018 | $57,312-38.9% | $86,617-59.6% | $75,181-53.4% |
| Participation rate | 28.1% | 63.2%-35.1pp | 71.7%-43.6pp | 67.2%-39.1pp |
| Annual return | 20.07% | 2672.78%-2652.7pp | 591.91%-571.8pp | 160.69%-140.6pp |
| Employer contribution / active EE | $1,034 | $2,315-55.4% | $3,023-65.8% | $2,671-61.3% |
| Participant deferral / active EE | $3,021 | $3,319-9.0% | $4,437-31.9% | $4,126-26.8% |
| Admin fee / account holder | $3,340 | $4,114-18.8% | $5,613-40.5% | $5,650-40.9% |