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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 | $45,766 | $73,421-37.7% | $66,439-31.1% | $155,188-70.5% |
| Participation rate | 38.1% | 79.7%-41.6pp | 74.5%-36.4pp | 80.8%-42.7pp |
| Annual return | 12.26% | 1382.37%-1370.1pp | 757.66%-745.4pp | 148.84%-136.6pp |
| Employer contribution / active EE | $1,422 | $3,039-53.2% | $2,637-46.1% | $4,248-66.5% |
| Participant deferral / active EE | $2,400 | $4,680-48.7% | $3,876-38.1% | $6,531-63.2% |
| Admin fee / account holder | $10,011 | $8,856+13.0% | $6,173+62.2% | $14,480-30.9% |