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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 | $34,892 | $76,368-54.3% | $67,681-48.4% | $154,746-77.5% |
| Participation rate | 47.1% | 79.0%-31.9pp | 73.7%-26.7pp | 80.7%-33.6pp |
| Annual return | 14.60% | 1066.77%-1052.2pp | 590.58%-576.0pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,677 | $3,151-46.8% | $2,678-37.4% | $4,379-61.7% |
| Participant deferral / active EE | $4,097 | $4,824-15.1% | $3,976+3.1% | $6,730-39.1% |
| Admin fee / account holder | $1,666 | $8,559-80.5% | $6,100-72.7% | $14,365-88.4% |