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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 | $30,413 | $55,446-45.1% | $155,574-80.5% | $74,429-59.1% |
| Participation rate | 50.0% | 61.9%-11.9pp | 78.2%-28.2pp | 67.2%-17.2pp |
| Annual return | 18.35% | 269.20%-250.9pp | 64.87%-46.5pp | 1368.38%-1350.0pp |
| Employer contribution / active EE | $1,577 | $2,266-30.4% | $4,676-66.3% | $2,625-39.9% |
| Participant deferral / active EE | $2,684 | $2,836-5.3% | $5,629-52.3% | $4,348-38.3% |
| Admin fee / account holder | $429 | $1,743-75.4% | $15,914-97.3% | $1,944-77.9% |