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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 | $36,076 | $57,312-37.1% | $86,617-58.3% | $75,181-52.0% |
| Participation rate | 45.1% | 63.2%-18.1pp | 71.7%-26.6pp | 67.2%-22.1pp |
| Annual return | 15.20% | 2672.78%-2657.6pp | 591.91%-576.7pp | 160.69%-145.5pp |
| Employer contribution / active EE | $1,168 | $2,315-49.5% | $3,023-61.4% | $2,671-56.3% |
| Participant deferral / active EE | $1,749 | $3,319-47.3% | $4,437-60.6% | $4,126-57.6% |
| Admin fee / account holder | $999 | $4,114-75.7% | $5,613-82.2% | $5,650-82.3% |