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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 | $72,610 | $234,190-69.0% | $180,320-59.7% | $198,609-63.4% |
| Participation rate | 52.9% | 77.1%-24.2pp | 71.5%-18.6pp | 82.4%-29.4pp |
| Annual return | 23.18% | 1057.44%-1034.3pp | 778.54%-755.4pp | 202.70%-179.5pp |
| Employer contribution / active EE | $1,427 | $5,258-72.9% | $4,108-65.3% | $5,055-71.8% |
| Participant deferral / active EE | $3,933 | $4,988-21.1% | $4,304-8.6% | $6,977-43.6% |
| Admin fee / account holder | $354 | $12,558-97.2% | $10,000-96.5% | $19,030-98.1% |