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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 | $29,030 | $88,778-67.3% | $81,844-64.5% | $145,884-80.1% |
| Participation rate | 26.3% | 75.1%-48.8pp | 72.4%-46.1pp | 80.3%-54.0pp |
| Annual return | 16.22% | 1033.03%-1016.8pp | 778.87%-762.6pp | 551.85%-535.6pp |
| Employer contribution / active EE | $1,840 | $3,087-40.4% | $2,916-36.9% | $4,662-60.5% |
| Participant deferral / active EE | $3,481 | $4,648-25.1% | $4,323-19.5% | $6,690-48.0% |
| Admin fee / account holder | $1,008 | $8,430-88.0% | $7,355-86.3% | $13,392-92.5% |