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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 | $76,368-40.1% | $67,681-32.4% | $154,746-70.4% |
| Participation rate | 38.1% | 79.0%-40.9pp | 73.7%-35.6pp | 80.7%-42.6pp |
| Annual return | 12.26% | 1066.77%-1054.5pp | 590.58%-578.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,422 | $3,151-54.9% | $2,678-46.9% | $4,379-67.5% |
| Participant deferral / active EE | $2,400 | $4,824-50.2% | $3,976-39.6% | $6,730-64.3% |
| Admin fee / account holder | $10,011 | $8,559+17.0% | $6,100+64.1% | $14,365-30.3% |