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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 | $88,702-62.3% | $81,780-59.1% | $145,978-77.1% |
| Participation rate | 45.5% | 75.0%-29.6pp | 72.4%-26.9pp | 80.3%-34.8pp |
| Annual return | 11.97% | 1029.12%-1017.2pp | 776.27%-764.3pp | 550.52%-538.5pp |
| Employer contribution / active EE | $1,098 | $3,084-64.4% | $2,914-62.3% | $4,662-76.4% |
| Participant deferral / active EE | $2,945 | $4,645-36.6% | $4,321-31.8% | $6,690-56.0% |
| Admin fee / account holder | $551 | $8,414-93.5% | $7,384-92.5% | $13,400-95.9% |