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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 | $40,886 | $88,815-54.0% | $81,882-50.1% | $145,897-72.0% |
| Participation rate | 61.5% | 75.1%-13.5pp | 72.4%-10.8pp | 80.3%-18.8pp |
| Annual return | 11.66% | 1033.75%-1022.1pp | 779.47%-767.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,402 | $3,086-54.6% | $2,916-51.9% | $4,663-69.9% |
| Participant deferral / active EE | $2,764 | $4,647-40.5% | $4,323-36.1% | $6,689-58.7% |
| Admin fee / account holder | $609 | $8,434-92.8% | $7,360-91.7% | $13,390-95.4% |