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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 | $33,459 | $88,754-62.3% | $81,820-59.1% | $145,877-77.1% |
| Participation rate | 45.5% | 75.1%-29.6pp | 72.4%-26.9pp | 80.3%-34.8pp |
| Annual return | 11.97% | 1031.77%-1019.8pp | 777.93%-766.0pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,098 | $3,085-64.4% | $2,915-62.3% | $4,663-76.4% |
| Participant deferral / active EE | $2,945 | $4,648-36.6% | $4,323-31.9% | $6,691-56.0% |
| Admin fee / account holder | $551 | $8,424-93.5% | $7,391-92.5% | $13,402-95.9% |