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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 | $99,249 | $156,963-36.8% | $121,204-18.1% | $139,466-28.8% |
| Participation rate | 37.5% | 76.5%-39.0pp | 69.5%-32.0pp | 80.3%-42.8pp |
| Annual return | 16.79% | 1476.75%-1460.0pp | 987.18%-970.4pp | 373.66%-356.9pp |
| Employer contribution / active EE | $1,073 | $5,544-80.6% | $4,170-74.3% | $4,754-77.4% |
| Participant deferral / active EE | $2,424 | $4,848-50.0% | $4,083-40.6% | $6,712-63.9% |
| Admin fee / account holder | $621 | $6,953-91.1% | $5,651-89.0% | $11,409-94.6% |