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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 | $34,805 | $58,391-40.4% | $76,667-54.6% | $72,976-52.3% |
| Participation rate | 51.3% | 67.4%-16.1pp | 72.1%-20.8pp | 69.5%-18.2pp |
| Annual return | 23.39% | 2306.65%-2283.3pp | 1166.74%-1143.4pp | 81.02%-57.6pp |
| Employer contribution / active EE | $1,107 | $1,787-38.1% | $2,303-51.9% | $2,440-54.6% |
| Participant deferral / active EE | $3,015 | $2,690+12.1% | $3,336-9.6% | $3,608-16.4% |
| Admin fee / account holder | $783 | $4,014-80.5% | $6,423-87.8% | $5,124-84.7% |