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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 | $73,421-52.5% | $66,439-47.5% | $155,188-77.5% |
| Participation rate | 47.1% | 79.7%-32.6pp | 74.5%-27.4pp | 80.8%-33.7pp |
| Annual return | 14.60% | 1382.37%-1367.8pp | 757.66%-743.1pp | 148.84%-134.2pp |
| Employer contribution / active EE | $1,677 | $3,039-44.8% | $2,637-36.4% | $4,248-60.5% |
| Participant deferral / active EE | $4,097 | $4,680-12.5% | $3,876+5.7% | $6,531-37.3% |
| Admin fee / account holder | $1,666 | $8,856-81.2% | $6,173-73.0% | $14,480-88.5% |