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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 | $51,374 | $76,368-32.7% | $67,681-24.1% | $154,746-66.8% |
| Participation rate | 60.0% | 79.0%-19.0pp | 73.7%-13.7pp | 80.7%-20.7pp |
| Annual return | 11.33% | 1066.77%-1055.4pp | 590.58%-579.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $1,081 | $3,151-65.7% | $2,678-59.6% | $4,379-75.3% |
| Participant deferral / active EE | $2,593 | $4,824-46.2% | $3,976-34.8% | $6,730-61.5% |
| Admin fee / account holder | $645 | $8,559-92.5% | $6,100-89.4% | $14,365-95.5% |